Schedule Availability Report

Run the Schedule Availability report to see how many weekly appointment openings you have for up to 10 weeks from the date you select, based on your Scheduler template classifications. You can choose which procedures and offices to include on the report, and optionally require that each opening begin with an Open Start cell. The report groups procedures by class, and in parenthesis shows the number of scheduled appointments for each procedure. You can optionally group by office, which separates the results of each office on a separate page.

Click to OpenGet Started

Classify Template Cells - The Schedule Availability report bases its results on how the cells of your Scheduler templates are classified. This means that the report only counts template cells that have been assigned to a class: Cells with no class assigned are ignored. See "Grid Template Editor" for details about applying classes to template cells. (You can use the Template Breakdown section of the Grid Template editor to see whether all your template cells have been classified.)

Click to OpenRun the Report

  1. Click to OpenOpen the Report - Select Reporting from the Reporting section of the Home ribbon bar. Then from the Appointment section, open the Schedule Availability report. You can double-click the report name, or click Run at the top of the window to continue. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

  2. Click to OpenReport Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

  3. View ResultsClosed - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

  4. Manage Options and OutputClosed - With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.