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      Appointments Without Service Charges

      Description

      This report shows all appointments that are not linked to a service charge.

      It is used to ensure that all appointments are linked to a service charge.

      Running the Report

      • Go to Reports >> Reports and select Business from the Report Category list.
      • Then select Appointments Without Service Charges in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      For Site

      This filter allows you to run the report for a specific Site.
      For Clinician

      This filter allows you to run the report for a specific Clinician/Provider.
      Group By

      This filter allows you to group the report data by clinician, site or client. Please note that this filter will change how the totals are displayed.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
      Sort by Client Name

      This filter allows you to specify whether the report data should be sorted by Client Name.

      The Generated Report

      From within the report, you can click edit to open the Client Appointment details.