Appointment Details

The Appointment Details report basically provides the "anatomy" of a single appointment. The top half of the report lists most of the details that can be viewed from the Edit Appointment screen. The middle portion prints the entire history of the appointment, and the last two sections print the charges and payments made against it.

  1. Navigate to the patient demographic screens, and select the appropriate patient.
  2. Click the Appointments tab.
  3. Use the filtering and grouping option to locate the appropriate appointment.
  4. Click the appointment Details Reportt link in the appropriate line item. The Reports: Appointment Details print dialog will appear.
  5. Choose from the following options:

    6. Enable or disable any of these according to your current need.

  6. Report Document Format: Click the drop-down to choose a file format, or accept the default.

    7. Make this my default: Click this option to configure the system so that all reports are output in the selected format. Change the selected default simply by choosing an alternate and enabling the option.

  7. Click Start to generate the report.

    8. Return to status display after report starts: This option is enabled by default. It ensures that the program returns you to the Report Jobs Status screen so that you can output the report (either to the screen or printer). If you have several reports to print at once, you may find it more efficient to disable this option until you have completed the reports.

NOTE – Complete the previous steps to print the group details report from the group Appointments tab. Simply ignore step 5 in that it is not relevant to the group report. Status notes are included in either report, but when you print Appointment Details from the patient's Appointments tab, only the patient's individual status notes will appear, regardless of whether the appointment is part of a group appointment. When you print from the group Appointments tab, only the group's status notes will appear