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This report allows users to pull an appointment list based on funder.
Step | Description | Good To Know |
|---|
How to Access | Reporting>Scheduling>Session Log  | Users must have permission to “View/Download Scheduling Reports”. |
Report Filters | Required Filters:  Optional Filters: Narrow down by specific client. Can select multiple or leave blank to pull over all clients who have the selected funder Narrow down by specific location. Can select multiple or leave blank to pull over all data Customize the appointment requirements
| User must select the funder before filtering down by client |
Viewing the Report | When filters are set, select “Download the PDF” to view the report.  | The PDF will contain appointment information based on the filter selections. Date of services Location of services Service Name and Billing code Start and End time of appointment Name and Credential of staff providing services Signature of legal guardian if obtained
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