Appointment book report with contact phone numbers

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  • Updated 2 months ago
  • (Edited)
Hi Everyone,
Yesterday we had a full power outage due to the electric storms in our area. Our clinic lost power for 5 hours, meaning we had no lights, electricity, phones, or Frontdesk as our server lost power. As we lost power to the server, all 10 clinics lost access to Frontdesk! (disaster!)
Thankfully, each night our admin staff print the appointment book for times like this, so it was very helpful to have the patients names and therapists diaries for when the patients arrived. But when we decided we needed to close, we didn't have access to clients phone numbers to call them and cancel. 
So - it would be very helpful if the appointment book had a tick box option to include the clients phone number when printing the report, for times like these. Thanks
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Amber Quirk

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Posted 6 months ago

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Joyaa Antares

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There is an "Appointments Report", which gives {Name, Address, Phone no, Patient no, App't time}
I wonder if having the option to print this report but giving the App't time in the first column would suit?

{App't time, Name, ((optional: Address)), Phone no. ((optional: Patient no))}
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Andrew, Community Manager

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Hi Amber

One option is to print the Day List with the Group By Practitioner option unchecked:



This will list each patient with an appointment that day, along with their phone numbers.  When disabling 'Group by Practitioner' the patients are listed in order of their appointment time, without referencing the practitioner, so you may still want to combine this with your current Appointment Book export or a copy of the Day List that is grouped by practitioner.
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Trev

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Due to Covid requirements, we need a day patient list with patient name and phone number on a check sheet. Can we export the Appointment reports into Excel and delete the columns not needed?
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Timothy, Business Care Manager

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Hi Trevor. Patients' phone numbers are included on the Appointment Report, but it's currently not possible to export this report to Excel. If you require a list of patients and their contact info in Excel format, you could try the Export option on the Patient List after setting the 'appointment between' filters to isolate patients with appointments on a particular date.