This report provides an overview of schedules by the month for patients 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 employees. Clear this check box to include active and inactive employees.
● The Patient Name From and Patient Name 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.
● Click the arrow beside Month, and then select the month for which you want to view the schedules.
● Click the arrow beside Year, and then select the year for which you want to view the schedules.
3. Select the following:
● To include the visit time in the weekly report, select the Include Time check box.
● To include a description of the visit in the weekly report, select the Include Desc check box.
● To set up the calendar using the agency's pre-defined work week, select the Use Agency Work Week check box.
4. Click the link below to learn about the report content:
Understanding the report content