Print

Description

This report displays all appointments that have not been marked as Completed.

For accounting and reporting purposes, all appointments should be marked as Completed.

It is important to set appointments to the  Completed status to allow for billing to ACC. Since it is one of the three prerequisites for including an appointment in a Schedule to either ACC or an Insurer.

This report is used to easily identify those appointments needing to be marked as Completed.

Running the Report

Filters

Type Description
For Vendor

This filter allows you to run the report for a specific Vendor.

For Site

This filter allows you to run the report for a specific Site.

For Clinician

This filter allows you to run the report for a specific Clinician/Provider.

Date Range

This filter allows you to select a date range for which to run the report. This filter can be used in conjunction with "Set Period To".

Set Period to

This filter allows you to set the date range to a specific Period (e.g. Calendar Year, Financial Year etc...).

The Generated Report

From within the report, you can click goto to locate the appointment on the appointment book or edit to open the Client Appointment details.

Note: This is a sample report only.