Click the Reports Icon

Click the Appointments Button

The Appointments Report window opens:

By Clinic Tab:

Patient:  Quixote defaults to ALL.  Click the Select button to select a specific patient from the Patient Rolodex to View / Print Appointments Report.

Include Contact Info:  Check Include Contact Information to include patient demographic information to View / Print Appointments Report.

• Address
  
• Email
  
• Home Phone
  
• Cell Phone
  
• Pager
  
• Employed
  
• Occupation
  
• Work Phone
  

Example:  Include Contact Info

Case Type:  Select Case Type to View / Print an Appointments Report for a specific Case Type.  Quixote defaults to ALL.

Clinic:  Select Clinic to View / Print an Appointments Report for a specific Clinic.  Quixote defaults to ALL.

Treating Provider:  Select Treating Provider to View / Print an Appointments Report for a specific Treating Provider.  Quixote defaults to ALL.

Group By:

• By Scheduled Time: Select By Scheduled Time to View / Print an Appointments Report by Scheduled Time.
• By Status:  Select By Status to View / Print an Appointments Report by Appointment Status.  (i.e. Completed, Missed, Rescheduled)
  

Example:  Apppointments Report By Scheduled Time

Example:  Apppointments Report By Status

Date Range:  Select Date Range to View / Print an Appointments Report for a specific Date Range.  Quixote defaults to None.

Flag for Follow Up:  Quixote defaults to ALL.

• Flag for Follow Up only: Select Flag for Follow Up only to View / Print an Appointments Report for appointments that require follow up.
• No Flag for Follow Up only:  Select No Flag for Follow Up only to View / Print an Appointments Report for appointments that do not require follow up.

Walk In:  Quixote defaults to ALL.

• Walk In's only:  Select Walk In's only to View / Print an Appointments Report for appointments that patient's "Walked In".  (Did not have a scheduled appointment)
  
• Non Walk In's only:  Select Non Walk In's only to View / Print an Appointments Report for appointments that exclude patient's that "Walked In".  (Did not have a scheduled appointment)

Show:  Quixote defaults to Scheduled.

• Scheduled:  Select Scheduled to View / Print an Appointments Report for Scheduled appointments.
• Completed Only:  Select Completed Only to View / Print an Appointments Report for only Completed appointments.
  
• Deleted, Rescheduled and Canceled:  Select Deleted, Rescheduled and Canceled to View / Print an Appointments Report for Deleted, Rescheduled and Canceled appointments.
• Missed (Canceled, Rescheduled, Chk-In, Missed):  Select Missed (Canceled, Rescheduled, Chk-In, Missed) to View / Print an Appointments Report for all Missed (Canceled, Rescheduled, Chk-In, Missed) appointments.
• Missed Only:  Select Missed Only to View / Print an Appointments Report for all Missed appointments.

Scheduled:  Check Scheduled to include Scheduled Appointments in the Appointments Report.

Arrived:  Check Arrived to include Appointments in the "Arrived" status in the Appointments Report.

Checked In:  Check Checked In to include Appointments in the "Checked In" status in the Appointments Report.

In Process:  Check In Process to include Appointments in the "In Process" status in the Appointments Report.

Recorded:  Check Recorded to include Appointments in the "Recorded" status in the Appointments Report.

Completed:  Check Completed to include Appointments in the "Completed" status in the Appointments Report.

Deleted:  Check Deleted to include Appointments in the "Deleted" status in the Appointments Report.

Canceled:  Check Canceled to include Appointments in the "Canceled" status in the Appointments Report.

Rescheduled:  Check Rescheduled to include Appointments in the "Rescheduled" status in the Appointments Report.

Missed at any point:  Check Missed at any point to include Appointments in the "Missed at any point" status in the Appointments Report.

Currently Missed:  Check Currently Missed to include Appointments in the "Currently Missed" status in the Appointments Report.

Missed (and later were canceled):  Check Missed (and later were canceled) to include Appointments in the "Missed (and later were canceled)" status in the Appointments Report.

Missed (and later were rescheduled):  Check Missed (and later were rescheduled) to include Appointments in the "Missed (and later were rescheduled)" status in the Appointments Report.

Select All:  Check Select All to include Appointments, regardless of status in the Appointments Report.

Print:  Select Print to Print the Appointments Report.

View:  Select View to View the Appointments Report.

Return to Reports      Return to Reference Guide

Stats Report Tab:

Click the Stats Report Tab.

Clinic:  Select Clinic to View / Print an Appointments Statistics Report for a specific Clinic.  Quixote defaults to ALL.

Case Type:  Select Case Type to View / Print an Appointments Statistics Report for a specific Case Type.  Quixote defaults to ALL.

Treating Provider:  Select Treating Provider to View / Print an Appointments Statistics Report for a specific Treating Provider.  Quixote defaults to ALL.

Group By:

• By Scheduled Time:  Select By Scheduled Time to View / Print an Appointments Statistics Report by appointment Scheduled Time.
• By Status:  Select By Status to View / Print an Appointments Statistics Report by appointment Status.

Date Range:  Select Date Range to View / Print an Appointments Statistics Report for a specific Date Range.  Quixote defaults to None.

Flag for Follow Up:  Quixote defaults to ALL.

• Flag for Follow Up only: Select Flag for Follow Up only to View / Print an Appointments Statistics Report for appointments that require follow up.
• No Flag for Follow Up only