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Appointment Report Templates

These can be found by clicking Admin, then choosing Appointment Report Templates on the left.

Appointment Report Templates allow you to create personalised reports based on appointments to suit your clinics needs.

Creating Appointment Report Templates

  1. Click New Template top right
  2. Name refers to the name that will appear in the Appointment Report dropdown template
  3. Enter the name of the column you want to appear in your CSV file
  4. Map this name with the variable you need. Remember you can create new Patient Custom Fields and Referral Custom Fields to select here Create Appointment Report Templates
  5. Add as many columns as you like using the blue Add Column button at the bottom right. You can delete a column using the button to the right of each column
  6. Click Create at the bottom
  7. Create and download the Appointment Report from Appointment Reports in the Office menu