Patient Bookings - Appointed By Report

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This appointment book report generates a listing of all appointments made for a selected period for a provider/s, by each staff member. 

Report Requirements

When scheduling/modifying an appointment, the Appointed By must be selected. The Appointed By field can be made mandatory, click here for instructions.
       

 

Run the Report

  1. Go to Appointment Book > Reports menu

  2. Patient Bookings - Appointed By

    1. Date: Select the date range to base this report on

    2. Appointment Books: Highlight the books to base this report on

    3. Providers/Staff: Highlight individual or multiple staff members to base this report on

    4. Show

      1. All Staff: This will show a list of all providers and staff members 

      2. Providers: This will only show providers

      3. Other Staff: This will only show staff members

      4. Inactive: This will show inactive staff/providers 

      5. Click OK

 

Report Details

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