This article explains how to download the Appointment Details report.
This report provides five worksheets in Excel download of the report:
Billable worksheet – Provides information on the billable sessions in the selected date range.
Non-billable worksheet – Provides information on the non-billable sessions in the selected date range.
Employee-wise worksheet – This worksheet provides information about the employees with sessions scheduled in the date range and billable and payroll information.
Patient-wise worksheet – This worksheet provides information about the patients with sessions scheduled in the date range.
Overtime worksheet – This worksheet provides information if providers did any overtime work.
How to Download the Appointment Details Report?
- Navigate to the Reports tab from the navigation bar.
- Click on 'Appointment Details report.'
- Select the date range for the report and click 'Go.' The report will start to generate and you will see the alert.
- Click on the downloads tray from the shortcuts. Then, click 'View More.'
- All the scheduled reports will be displayed here. Once the report has been generated, click on the 'Export' button under the Action column (right).
- Encrypt your report with a password (if needed) and click 'Continue'. The report will be downloaded.
- The downloaded report will be in Excel format containing the five worksheets.
