Schedule - Client Schedule Report
This report will REPLACE the Attendance report in the Reports module. The Client Schedule Report shows your clinic's custom attendance options which may be different than the standard attendance options in the Attendance report in the Reports module making it outdated.
In this video, we’re going to talk about Generating a Client Schedule Report. This PDF report shows past, current and future appointments and attendance status for a client or clients. Click the schedule icon to open the full schedule and click the “Reporting” button in the bottom right hand corner. Click the “Start Date” and “End Date” to select a date range for the report. Select one or more names from the “Patients” dropdown list. Click “Generate.” All scheduled appointments for the clients during the selected timeframe will be included in the report. If the Start and End dates are left blank, all appointments will be pulled.
This tool can be used to generate a printable report for a family to show their childrens’ upcoming appointments for the next month for example. Click the green “Print” button to send to your printer. It can also be used for you, the clinician, to quickly find a list of appointments for a client so you can jump ahead to a specific appointment in the schedule.
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