Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

This report is a way to pull an appointment list of each staff and client combination.

Step

Description

Good To Know

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

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

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

  • No labels