This report shows all scheduled appointments on or after today’s date. The Date column can be filtered to show appointments on / on or before / on or after the chosen date. The date will default to today, but can be adjusted.
This report includes the following columns, all of which can be filtered:
Date: when the report will pull appointments
Start Time: the scheduled start time of the appointment
Patient: the patient associated with the appointment
Case: which case in the patient’s chart is associated with the appointment
Type: Initial Evaluation, Follow-Up, Progress Note, etc.
Insurance: the patient’s primary payer
Payer Type: Commercial, Medicare, Cash-Pay, Worker’s Compensation, etc.
Status: the current status of the appointment (Unmarked, Cancel, etc)
Clinician: the clinician the appointment is scheduled with
Location: which clinic location the appointment is scheduled at
Place of Service: indicates where the appointment is scheduled to take place (Office, Telehealth, etc)
Rescheduled: if the appointment has been rescheduled (applicable to appointments marked as cancel, late cancel, or no show)
This report can be exported as a CSV file by clicking on the ‘download’ icon in the top right corner.