This report provides detailed schedules by day for employees that have scheduled visits for the date range selected. Select the criteria you want to use to filter the report:
1.Click the arrow beside Offices, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2.Change the following fields if you want to filter by specific items other than the default settings:
●Enterprise Edition selects the Active Only check box and the report includes only active patients. Clear this check box to include active and inactive patients.
●The Patient Name From and PatientName Thru fields contain All to include all patients in the report. To filter the report by a specific patient , or a range of patient names, enter the range of names in these fields.
●The Patient ID From and Patient ID Thru fields include all patients in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
●The Episode Date From and Episode Date Thru fields include the previous month's episodes in the report. To filter by any other dates, click in the EpisodeDate From and EpisodeDate Thru fields and select the appropriate dates from the calendars.
●Click the arrow beside Discipline, and then select the discipline detail you want to view in the report. To see all disciplines, leave All selected.
3.Select the following:
●To include patients with blank calendars, select the Include Blank Calendars check box.
●To include the visit time in the report, select the Include Time check box.
●To include a description of the visit in the report, select the Include Description check box.
●To set up the calendar using the agency's pre-defined work week, select theUse Agency Work Weekcheck box.
4.Click the link below to learn about the report content:
●Subsequent pages — The report displays a monthly calendar of visits providing the following information:
oPatient's name and date of service above the calendar
oDay of the week and date
oTime of scheduled visit, if selected in the report filters
oVisit type, if applicable
oDescription of the visit, if selected in the report filters
If you selected to include blank calendars, and a patient does not have scheduled visits for the date range you selected, the system displays a blank calendar for that patient.
