Printing & Saving Past Appts Report

In this article, you will learn how to view past appointments, how to print them and how to save the report.

Download and Print

To get started:

• Go to Schedule and click on the patient appointment. 

• Now click on the calendar icon within the appointment to view future and post appointments.

Once you have clicked the calendar icon, a new screen will pop up.

• Purple Box
  • Click on the Previous Tab to view all past appointments
• Green Box
  • Click on the Actions drop-down to choose how you want to download the past appointments or 

Next click on Download

Now select PDF

Open the PDF file download to view/print

The PDF will look like the following:

Save Custom Report

To save the report for future use click on Actions > Columns

Select the columns you need for your new report then click Apply

Now it's time to save your report. Select Actions > Report > Save Report 

Name your report then click Apply

Red Box

• When you need to see this report for future use, select it from the Private list within the drop down.

Orange Box

• To change the title of the report, click the Save Report filter.