Overview
Marking a Practitioner's file as Inactive will remove their column from the Appointment Book. This article will cover how to view those appointments in reports.
Reporting on Appointments
A list of appointments or patients with appointments for an Inactive Practitioner can be obtained through multiple reports. Below, you'll find the steps for using a couple of these.
Appointments
For a list of appointments that are booked with the inactive practitioner, please follow these steps:
Step 1:
Navigate to the Reports > Appointment > Appointments page.
Step 2:
Select the Practitioner in the Appointment with filter. You can select inactive practitioners by selecting Inactive in the pop-up window.
Step 3:
Set the other filters on the report as needed, such as the Appointment Date Range.
Step 4:
Once you're happy with the filters, click Generate. You will now have a list of appointments that match the selected filters.
Patients
For a list of patients who have appointments with the inactive practitioner, please follow these steps:
Step 1:
Navigate to the Reports > Patients > Patient List report.
Step 2:
Select the Practitioner in the Appointment with filter. You can select inactive practitioners by selecting Inactive in the pop-up window.
Step 3:
Set the other filters on the report as needed, such as the Appointment Date Range.
Step 4:
Once you're happy with the filters, click Generate. You will now have a list of patients that match the selected filters.