Appointment Edit Log

Overview

This article covers how to review the history of changes made to an appointment, as well as how to pull a broader record of appointment activity for a patient or across your practice.

Related Articles

• Viewing Calendars & Scheduling
• Add/Edit Calendar Event
• Calendar Report

Table of Contents

• Reviewing the Edit Log
• Viewing a Patient’s Appointment History
• Running Calendar Reports

Details

Reviewing the Edit Log

Open the appointment’s pop-up window and select Edit Log in the bottom right corner to review the changes and additions made to that appointment.

If the Edit Log option is not available, the appointment has not been previously edited. Instead, the pop-up will show who originally added the appointment.

Viewing a Patient’s Appointment History

If the patient is known, go to Schedule > Show Pt Schedule and Task History to see all of their non-deleted appointments.

• To include deleted appointments, run Schedule > Calendar Report(s) from inside that patient’s chart.
• To export only that patient’s data, check Include Deleted Appointments in the bottom right of the report window.

Running Calendar Reports

Go to Schedule > Calendar Report to export a spreadsheet of appointments as a CSV file, viewable in Excel, Numbers, or another spreadsheet program. The export includes a list of each appointment along with who added it.

To include deleted appointments in the export, check Include Deleted Appointments in the bottom right of the report window.