Generate a client history report

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.