Description

This report lists the appointments with the sent status of the text and email reminders.

Significance

The system has an appointment reminder capability. Reminders can be texted or emailed. If you want to look at how the reminders were sent, whether it was a text or an email, what the sent date was, etc., this report comes in handy.

Search Filter for A9 Report

Field Description
Appt. Date Provide the appointment date range
Appt. Type Provide appt. type to view results of only a specific type
Appt. Status Provide appt. status to view results pertaining to a specific type
Legal Entity Select an LE to view results specific to the LE

Search screen of A9 Report

Sample A9 Report

Possible Outputs of A9 Report

Fields in the excel output of A9 Report

PDF output