Page Comparison

How to Access

Go to Reporting Dashboard>Scheduling Reports Section

Select “Client Log”

Users must have permission to “View/Download Scheduling Reports”.

Report Filters

Must customize the specific date range you want to pull appointments for

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Optional Filters:

• Specific staff member(s)

• Specific client(s)

• Appointment type(s)

• Customize the critera for appointment requirements

Viewing the Report

When filters are set, select “Download PDF File” to view the report

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The PDF will contain an appointment list based on filter selections for each client and staff combination including the following appointment details:

• Date of service

• Start and End time

• Service Name and Billing Code

• Total Hours

• A parent/guardian signature if obtained