Appointment Report

Overview

You can access the Appointment Report in two ways,

1. From CareRight inbuilt Reports
2. From appointment List View

1. From the CareRight Report menu

1. Click Reports on the left-hand menu.
2. Click New Report.
3. Click Appointment Report.
4. Below is the Available Fields table
   1.  Select from the drop-down list to sort the various section by their properties. Also, some of the time sections can be select to adjust their date format.
   2. Use the check box on the left of each field to indicate if you want it to appear in the report.  
   3. Drag and drop fields to re-order the list.  You can do this by left-clicking on the section on the right of the field and dragging the field up or down the list.
   4. You can also sort and group the fields accordingly. Group will group results into categories.
5. Available Sub-sections
   1. Check tick boxes such as Notices, Alerts, and Allergies if they need to be
6. Report date range 
   1. Add a filter if necessary. This allows you to exclude or include certain data.  
      1. For example, you may only want to see appointments that are booked and confirmed.
   2. If you have added filters, choose a report logic to either select appointments matching ALL or any filters.
   3. Date Range: Not entering a date range may cause the system to hang as it will extract all appointments EVER booked.
7. Settings

2. From Appointment List View

A more detailed appointment report can be printed from the appointment List view.

Please refer to Appointment - List view.