Appointment Worksheet Report is day-wise listing of appointments with basic appointment info viz. schedule status, request reason, and scheduler note.


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

Search Filters of A2 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

Search Screen of A2 Report

Image 1

Sample A2 Report

Possible Outputs of A2 Report

Fields in the Excel output of A2 Report

PDF output