• Select specific Date, Resource, and Facilities.

• The Resources and Date default to the Date and Resources chosen on the Calendar, but can be modified.

Print the Daily Appointment Schedule

Ways to run the Appointment List:

• Scheduling Dashboard > Reports panel > Appointment List button;
• Reports on the Left Side Menu > Scheduling Panel > Appointment List button or
• From the Calendar, select the second tab and choose Schedule.

• This report pre-populates with the date and resources being viewed if accessed from the Calendar.

Choose the Report Criteria

• In the first section of the Appointment List criteria screen, choose the options that you want on the list.

• In the Include section, choose what items to include.

• Date/Time/Duration: Shows the date, time, and duration of the Appointment.
• Rendering/Referring: Pulls the Rendering/Referring Provider associated with the Appointment.
• Patient Referring: Displays the Referring Provider associated with the Patient.
• Previous Appointment/Next Appointment: Shows the Patient's previous and next Appointment dates.
• First Appointment: Shows the Patient's first Appointment with a completed check-in. Does NOT include cancelled appointments.

• In the Status section, choose the Statuses to include.

• Scheduled, Confirmed, and Reminded are generally included in a Daily Appointment list.
• The choices in this section are dependent on the Statuses that were set up in Scheduling Setup.

• In the final section:

• Notes in Column: Check if you want a separate column with Notes added to the Appointment.
• Include Blocked Appointments: Blocked Appointments show as BLK in the Type column.
• Sort by: Choose how you want the report sorted.
• Output Format: Choose what format you want the report in.

• This defaults to PDF, which is the most common format for this report.

• Orientation: Choose Portrait or Landscape.
• Font Size: Options are M, L, XL, or XXL.
• Cover Page: Select the checkbox for a Cover Page to print.

• Select Run [F2].

Print a List of the Patient's Future Appointments

A list of a Patient's future Appointments can be printed from the Appointment screen.

• On the Patient Appointment screen, select the Print Schedule link.

1. Select the Resource(s).

• If running this report from the Calendar, the Resources that you have chosen on the Calendar will already be selected here.
• If left blank, it will run all Resources.

2. Select the Date Range.

• If running from the Calendar, the Date Range defaults to the Day an the Calendar.
• If running from Scheduling Dashboard > Appointment List or from Reports > Appointment List, the Date From Date will default to the current date (Today's Date)

3. Use the Inc/Exc fields to specify/narrow your search.

4. Include the Following Fields: Select the checkboxes for the Fields to display on your Report.

5. Select the Appointment Status checkboxes for:

• Scheduled
• Confirmed
• Reminded

6. Notes in Column: Select the checkbox if you want the Appointment Notes to be printed on the Schedule.
7. Make selections for Sorting, Output, Page Orientation, Font Size, & Cover Page.
8. Footer Info: Deselect the checkbox for Footer.
9. Select Run [F2].

It is recommended to Save the Appointment List Reports that you run Daily.

No Show List

Use the Appointment List to run a No Show List.

• No Show Patients can also be seen and updated on the Calendar using the  Check In/Reports Tab > Late Tab.

Use the Status filter for Scheduled, and if your group has call reminders, Confirmed and Reminded.
Report Recommendations

• Save the Report Filters for the reports that you run daily.
• Run the Appointment List Report at the end of the day or the following morning for your Front Desk, Billers, and/or Providers.
• Run the No Show Report at the end of each day in order to update your Calendar.

• The Report can be scheduled to run automatically at a specific time each day.

Learn More

Patient Appointment Screen

Scheduling Reports

Add a Recall to a Patient

Add an Appointment

Reschedule an Appointment/Reschedule Queue

Add Appointment Statuses