Client Log Report

Owned by Kaitlyn England
Last updated: Jun 05, 2023
1 min read

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

Step

Description

Good To Know

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