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Generate a client history report

Created: Feb. 1, 2022, 12:23 a.m. Last updated Feb. 2, 2022, 9:40 p.m.

Generate a client history report

You can generate a client history report for any client. This will generate a print friendly report detailing their appointments, diagnosis codes (ICD-10 and tariff codes) and any notes that you have stored on their profile
Note This article has been flagged as needing an update.
The information contained in this article may be incomplete or relate to an older version of AppointmentGuru

How it works

As you use AppointmentGuru, you gather rich information on a client in the form of appointment data, diagnosis codes (ICD-10 codes) and the notes that you take along the way. The client report makes it easy to generate a useful report collating all this information. We generate a print friendly view which you can print or save as a PDF

Steps

  • From the client detail page
  • Click onto the notes tab
  • Top right, click the "print report" button
  • Choose a date range, or click "clear date range to generate a report for the client's entire history
  • Click show report
  • Your report will open in a new window
    • You may need to log in again to view the report

The report is a print friendly web page. You can click print (file -> print on most systems) and save as a pdf if you would like to export this report to PDF.

Tags: CLIENTS
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