Copy of Client Log Report

How to Access

Reporting>Scheduling>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 criteria 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