Description
Appointment Worksheet Report is a scheduler level report generated for each patient showing the scheduled appointment details.
Significance
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.
After providing appropriate filtering options, click on Search button to generate the report. Image 2 is a sample report.
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.
