RevIntake - Create a Report for Online Appointments

The following instructions describe how to create a report for appointments booked online with RevIntake.

Instructions

1. Access Admin > General > Practice Preferences > Partner Integrations > Practice Management.
   1. Locate RevIntake.
   2. Make a note of the Username, or use the copy feature on your computer.
2. Access Reports > Schedule > Schedule Search.
3. Click the + icon.
4. Select Add Report.
5. Input a Name. Note: Description is optional.
6. In the Available Fields section, click the arrow beside Schedule to expand the category.
7. Drag and drop Schedule Created By to the Search Criteria section.
8. In the Operator column, select Contains.
9. In the Comparison Value(s) column, input the username from step #1.
10. In the Available Fields section, drag and drop Schedule Date to the Search Criteria section.
11. Select your preference for the Operator column and complete the Comparison Value(s).
12. In the Available Fields section:
    • Schedule: Schedule Date, Schedule Location Name.
    • Appointments > Patient: Patient #, Patient First Name, Patient Last Name, Patient DOB, Patient Email. 
    • See Example
13. Click 'Save.'
14. The newly created report is listed on the Schedule Search screen. Click the run report icon for the line item of the report.
15. In the Report Results grid, click the gear icon, select Export or Print, as needed.