Additional Reporting

Navigating to the Report tab on the navigation bar and selecting Today's Appointment Report allows you to run EHR appointment reports.

Date From Date To

You can begin running your report by the date range you'd like to report on. 

Filter report

You can filter the report by Provider Name, Location, Patient Name, Appointment Type, Date and Time, Material Resources, Notes, Encounter #, and more. 

Select the filter icon and choose your preference. 

Column settings

The column, filters, and favorite functionality work the same. To learn more, navigate to the EHR Today's Appointment.

Download PDF or CSV report

Click the PDF or CSV icon to save a copy of the report

Archived reports

Click on archived reports to access the messages you deleted. 

You can view appointment details between selected dates or search by last name. 

Next, check the box below "confirmed" and click Export. Your file will begin to download.