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Find the data you need to strengthen and build your business.

Clinical Notes Report

Austin Written by Austin
... on a nifty November day.

📖 In This Article

What can you use this Report for?
Filters and Options
What is displayed in the report?
Tips and Tricks

The Clinical Notes Report identifies Bookings without any finalised Clinical Notes connected.

What can you use this Report for?

Generate this to confirm all necessary Clinical Notes have been completed and identify outstanding draft Clinical Notes to be finalised.

Filters and Options

Filters Description
Date Date of the booking.
Locations Location of the booking.
Providers Provider attributed to the booking.
Show Clinical Notes Draft If ticked, appointments with a Draft will be displayed with a link to open the draft. If not ticked, appointments with a Draft will not be displayed in the report.
Show Adhoc Notes If ticked, Adhoc Notes written in the report’s date-range will be displayed.
Services Select All or specific Services to include in the report.
Classes Select All or specific Classes to include in the report.

What is displayed in the report?

  • The table displays each booking in a row with relevant details.
Column Description
Date Booking Date and Time
Location Booking Location
Client Client Name the booking was for.
Provider Provider assigned to the booking
Type Service or Class Name booked in the Diary
Status Status of the Clinical Note (e.g. Pending or Draft)

Tips and Tricks

Draft written by other staff members might not be visible in this report.

This report does not include DNA and Cancelled appointments.

Help Centre

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