Print Diary Navigation

Why This Matters?

Printing or downloading the diary creates a physical or digital copy of the appointment schedule, providing a convenient backup of the day's bookings. This is particularly useful during internet or power outages, allowing staff to continue accessing important appointment information and minimise disruption to the practice.

Having a copy of the diary also makes it easier to share, review, or plan appointments when access to the system is temporarily unavailable.

• Start on the Print Diary screen.

• • For navigation and details, see Diary Screen Navigation.
    
    

Sections

• Filters
• Action Buttons
  
  

Filters

• Date From: The start date for the schedule date range.
• Date To: The end date for the schedule date range.
• Include Deleted Bookings: A setting to display cancelled or removed appointments on the report.
• Include the following fields: Selection options for specific patient and financial details.
  • Debtor Number: The unique account number assigned to the debtor.
  • Debtor File No: The internal reference number for the debtor's file.
  • Patient Cell No: The primary mobile contact number for the patient.
  • Patient File No:  The unique file reference number for the patient.
  • Patient ID:  The patient's South African ID or passport number.
  • Reason: The recorded reason for the appointment.
    
    

Action Buttons

• Download CSV: Exports the diary data into a .csv spreadsheet file.
• Email CSV: Delivers the .csv spreadsheet as an email attachment.
• Email Audit: Exports a complete audit log file for compliance and review.
• Download Audit: Delivers the detailed audit log as an email attachment.
  
  

• Print PDF: Generates a formatted PDF document for immediate printing or saving.
• Email PDF: Delivers the formatted PDF document as an email attachment.