Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click 'Run Reports' to the Upper Right of the calendar
  2. Select Scheduling Reports or Patient Reports
    1. Scheduling Reports
      1. Select desired report from the Select Report drop-down menu
      2. Input date range
      3. Select report criteria to reflect against all patients or one patient (Selecting Patient will open the drop-down search box to the right where you may choose the patient for the report)
      4. (Optional) Select an Appointment Type that you would like to use as a filter for the desired report
      5. (Optional) If your practice has more than one provider, you may run a report for an individual provider or all providers within the practice.
      6. Click Run Report
    2. Patient Reports
      1. Select desired report from the Select Report drop-down menu
      2. (Optional) Filter by Criteria
      3. Click Run Report

...