×
Menu

Client Management Report


The Client Management Report has been designed as a printable report with details of all the appointments in a selected period of time along with related client information like current Referrals, outstanding Tasks and appointments attended in relation to the referrals and this year.
 
·     If your practice has multiple current referrals for a client, turn on the Allow Multiple Current Referrals option in Options > Client Details. All current referrals for a client will display in the report.
·     This report can also be accessed in Reports > Client Details
·     This report also complies to the standard permissions and only users with access to view a client will be included in the report. The Permission 1016: Reports - Can see All Clients in All Permitted Reports will override the Client Access permissions.
 
 
In the Appointment Book
Right click on the date header
Select Client Management Report
 
The Preview screen will display with the defaults Start Date = Today’s date and End Date = +7 days
 
 
Alter the date fields in the Parameters box as required
Select one or more practitioners from the Practitioners drop down list
Click Submit
The report will display as shown below for all appointments for each practitioner within the specified appointment date:
 
 
The details included in the report are:
Demographics:
 
Appointment details
 
Referral Details
Appointments that have been cancelled are excluded from all of the information calculated.
 
Tasks
Notes
 
Use the Print, Quick Print or Export to PDF options to output the report.