Printing Schedule\Day Sheet

Article author
Tamsin Watson
  • Updated

What is the context?


In day-to-day operations, the side-by-side/Clinician schedules view in our system offers a consolidated, visual overview of all appointments, making it easy to manage appointments.

Printing this schedule, or day sheet from this view allows users to have a physical reference, which is particularly helpful for teams coordinating with clients or handling high volumes of appointments.

What is the purpose of this article?


The purpose of this article is to guide you through the steps to configure and print the Clinician Schedules. This article is broken down into the following sections:

Setup


To configure the day sheet printing, follow these steps to ensure that all relevant information displays as needed on the printout:

  1. Navigate to Admin > Configuration > Schedule and Day Sheet
  2. In the Day Sheet settings, you’ll see various display options for the printout. Check the boxes next to each item you'd like included, such as appointment times, client details, or notes. This lets you tailor the printout to reflect the most essential information for day-to-day reference.
  3. Save your changes.

Printing your clinic's schedule


To print your clinic's schedule, navigate to the Side-by-Side Schedule/Clinician Schedule page. 
On the right side, click Print and select your preferred option:

  • Print Today to print only today’s schedule. - Choose from All, AM or PM.
  • Print Week to print the full-week view.
  • Print Month to print all appointments for the month.

Please note: Only booked appointments will be shown in the print view,

Once you have selected your print view, a new tab will open with the schedule where you will be able to print the page using your device controls.

The page will be displayed in the sections below:

 

Print an Individual Clinician's Diary


To print an individual clinician's diary, navigate to their diary from the Clinicians record page. Find Clinician > Select Clinician > Diary.

On the right side, click Print and select your preferred option for just this clinicians appointments:

  • Print Today to print only today’s schedule. - Choose from All, AM or PM.
  • Print Week to print the full-week view.
  • Print Month to print all appointments for the month.

Review date


This article was last updated 28th October 2024.