● In the From and to fields, enter the dates you want to use in mm/dd/yyyy format or click 
and select a date from the calendar.
● Use the drop-down menus to specify filtering results for Discipline, Service, Patient, and Employee. By default, these filtering options are set to "All Disciplines", "All Services", "All Patients", and "All Employees", respectively.
● If you select a specific patient, the Admission field displays the admission begin date for that patient. If there is more than one admission date, click the arrow beside this field and select the admission you want to use.
● If desired, you can specify visits according to a specific Payor. By default, this filtering option is set to "All Payors".
● Click the arrow beside Office and select the office you want to use.
● Select any or all of the status check boxes to display Unassigned, Assigned, Pending, Completed, and/or Cancelled visits.
● If you know the specific visit duration, enter it in the Duration field.
to display the list of visits at the bottom of the window.