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 > Notes.
• 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 and it 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 that can either be printed as a physical copy or saved as a PDF.