How to export an appointment report from HYPEMedical (name, email, phone)
"I want to download weekly lists of patients who had appointments that week that includes their contact information (name, email, phone). Is there a way I can do this? "
There are several ways to generate and share a list of appointments, but here is a simple, standard workflow (if you don’t have more specific requirements):
Go to Appointments → Appointments Search → Search
Enter the date range for the appointments you want to include
Select the columns of data your report needs (e.g. patient name, time, provider, etc.)
Click Find (to load the results)
Once the results are displayed and sorted how you like, click PDF or Excel to download the report in your preferred format
You may also create short cuts for a variety of reports (buttons on the bottom of the image).
