Clinical Overview: Locate Appointment Reports

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There are several appointments reports available for you to run from the Report module.

1. Go to Reporting 🡪 Reports.
   
   
2. Click on the folder named Canned.
   
   
    
3. Click on the folder named Scheduling.
   
   
    
4. Choose from any of the reports in this folder to view appointment information.
   
   
    

Some commonly used “canned” reports are:

1. Scheduled Appointments Call List - Appointments with patient contact information, balance due and copay due. This can be run specific to a clinician / provider for a date range and for a specific Program.
2. List of Appointments - Provides a list of appointments for a date range that can be filtered by program and provider. This report includes a page-break for each clinician so it can be handed out.  It can also be run for past and/or future appointments.

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