Appointment Worksheet Report is a scheduler level report generated for each patient showing the scheduled appointment details.


A2 is a scaled-down report which shows you the basic appointment information including appointment status and request reason.

Table 1 lists the filter and sort options available in the Appointment Worksheet Report.

Field  Description
Appt. Start Date/ End date Provide Start and End dates or select an appropriate date range from the drop-down.
Legal Entity Search by Legal entity
Provider Name Search by provider name
Appt. Source Select how the appointment was made Web/Phone/Email/ Walk-in
Appt. Status Checked in/ Checked out/ Canceled/Missed, etc.
Appt. Type  Consultation/Follow Up etc
Include Cancelled Check this box to include canceled appointments
Include Hospital Care Check this box to include Hospital care appointment status along with the result.
Sort By To sort the result by either Date/ Patient/ Legal Entity/ Provider

Table 1

Image 1 is a sample search screen.

Image 1

After providing appropriate filtering options, click on Search button to generate the report. Image 2 is a sample report.

Image 2

5. Click on icon to download as PDF. Click on icon to download as an excel sheet.

A part of a sample PDF file is shown in Image 3.

Image 3