How do I generate a report on how many telehealth vs in-person appointments are booked in my solo practice?

The "Telehealth vs in-person" report will display the number of telehealth vs in-person appointments clinicians are booked by month in your practice. Read on to learn how to generate it. 

1. From your main dashboard, click on "Reports."

2. Go to the "Financial Reports" section. 

3. Choose "Telehealth vs in-person" from the drop-down. 

4. Click on "Generate report." 

5. The following pop-up will appear, informing you not to close the tab while generating the report. You can continue working on other tasks in a different tab. Click on "Yes, proceed" to continue. The report will be downloaded to your computer in .CSV format. 

If you have any questions, please contact us.