Appointment Settings and Reports

Appointment Settings and Reports

This guide walks you through the Options and Reports menus located at the top of the Appointments tab. These settings control how your calendar behaves and allow access to useful appointment-related reports.

Options Menu Overview

Hover over the Options menu at the top of the Appointments tab to access the following settings:

Appointment Page Settings: Adjust how the Appointments page functions for your practice, including layout preferences and default views.

• Show No. of Calendar: Choose whether to display one or two calendar months at the top of the Appointments tab.

• Show Office Daily Message: Enable this setting to display a message field at the top of the Appointments tab. This is ideal for internal communication, such as daily updates or schedule notes.

• Default View Page: Select the default page view that will appear each time you open the Appointments tab.

• Daily Detail View Page: Select the default page view that will appear each time you open the Appointments tab.

Reminder Mate: Access settings for Reminder Mate, a separate paid service that allows you to send appointment reminders via email, text, or phone. Click here for Reminder Mate settings: Settings for Reminder Mate

Special Dates and Events: Use this section to block or open the schedule for specific offices or users.

• To Add an Office Event:

1. Click Add Office Event.

2. On the next page, select the Office, choose a Date, and enter a Description.

3. Choose whether to Block or Do Not Block the schedule.

4. Click Save/Update to confirm.

• To Add a Provider/Staff Event:

1. Click Add Provider/Staff Event.

2. Select the Office, Provider, or Staff user.

3. Set the Date/Date Range and Time/Time Range.

4. Enter a Description.

5. Click Save/Update to apply the changes.

Office Daily Message: You can add a message that displays at the top of the Appointments tab for all or specific office locations.

• Steps to Add a Daily Message:  

1. Click Add Message.

2. On the next page, select the Office and Message Date.

3. Enter the message content.

4. To show the message for all offices, check the corresponding box at the bottom.

5. Click Save/Update to finalize.

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Reports Menu Overview

Hover over the Reports menu at the top of the Appointments tab to access the following reports:

• Daily/Weekly/Monthly Appointment Reports: View a list of all scheduled appointments for the selected timeframe. The Daily Appointment Report is commonly used to create a printed copy of an individual's schedule, to allow for schedule monitoring without having to directly access a computer. 

• Appointment Reminder Logs: Track reminders sent via Reminder Mate and view patient responses. 

• Eligibility Verification Report: This will display the eligibility status for all of the appointments when the Automated Eligibility is active. The setting for Automated Eligibility is found under the Manage Office tab. An additional paid service. (How to Use Eligibility Verification in EHR/Practice Mate)  

• Patient Demographics Report: Generate a report for a specific patient’s demographics that can include any demographic notes.  

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