Therapist Daily Schedule Report

In this article, you will learn how to run the Daily Schedule Report.

To get started:

1. Go to Schedule > Schedule Reports > Appt Details.
2. Click on the Primary Report drop down and select Daily Schedule.

Click on the Filter box to filter how you want the report to run.

Change the Filter to how you would like the report to run. You can customize the Column and the Row. Click Apply to apply your changes.

Click Actions and Columns.

Move the Patient Name to the left column and move Patient Name No URL to the Right Column and move it to the top of the list by clicking the Up Arrow. This will make it so that if you want to print, it won't give you the link text. 

Click Actions and go to Reports > Save Report.

Now you're going to name your report:

1. Name the Report Therapist Daily Schedule.
2. You can then click the top of the Slot Team Column and choose a specific therapist to view, if you only want to view 1 at a time. 

When you are done viewing/printing the specific therapist's schedule you can click the X next to the filter and go back to choose another therapist by fileting the Slot Team again.

If you want to print the information, go to Actions > Download and choose CSV. It will download it into an Excel file that you can print.

If you want to print a copy with all of the therapists on it, you can create a Control Break to split it up into therapist sections. Just go to Actions > Format > Control Break. 

Choose Slot Team.

Here is what it will look like on your Screen. You can save the report to look like this as well so you don't have to redo the Control Break every time you choose this report.