This report will allow you to see the status of the following types of appointments by a date range.
Scheduled Completed, Walk-In Completed, Missed, Rescheduled, Canceled, Deleted etc.
This report is run by Treating Provider (who the patient was scheduled under) and can be sorted by scheduled date/time or by status.
To run the Appointment Results Report:
1. Select the Reports button located in your Toolbar
2. Select Appointment Results button
3. Select Filters you would like to run the report by (see image below)
- Clinic (if left blank, it will show totals for all)
- Scheduled / Treating Provider - you can choose either All Providers or a specific provider
- "If ALL is selected, print a separate report for each provider” you can check this box if you would like a separate report ran. If not checked, info for all providers will print on the same report.
- Date Range - Day, Week, Month, Quarter, Year or Everything before
- Show Deleted Appointments - check the box to show deleted appointments, if left UN-Checked it will NOT show deleted appointments
- Sort Report By - Select Scheduled Date/Time or Status(If you choose Status and need Appointment Status to show up on a CSV, please refer to the steps in the "To Download/Print a Report section below")
Here is an example of what you will see on the Report:
Once the filters are selected and you click the 'Next' button to generate the report, this is how it will display.
It contains the following information:
- Provider the patient is scheduled with
- Date/Time and Reason of Visit for the appointment
- Patient name and Case
- Birthday (displays when CSV Export Button is selected)
- Email (displays when exported to csv)
- Work, Home & Cell Phone number (displays when CSV Export Button is selected)
- Any note added to the appointment
At the bottom of the report, you will see totals by all categories for the Clinic and for each Provider
Mailing Labels
Next to Csv Export, you will see a button that states
You can select the Mailing Label button to create mailing labels for patients on this report.
To Download/Print a Report
All reports will display a tool bar at the top of the page when generated.
You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.
** To print emails and cell numbers for patients that populate on this report, please hit CSV Export Button.
**To Print Appt Status on a CSV, please first Download and Save to Excel First. Then Re-Save as a CSV. It will now look similar to this:
-Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Phone: 909-378-9514
Email: Support@coactionsoft.com
Business hours: Monday-Friday, 8:00am-6:00pm CST
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