Appointment Worksheet Report is a scheduler level report generated for each patient showing the scheduled appointment details.
Table 1 lists the filter and sort options available in the Appointment Worksheet Report.
|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|
Image 1 is a sample search screen.
After providing appropriate filtering options, click on Search button to generate the report. Image 2 is a sample report.
A part of a sample PDF file is shown in Image 3.