How to print a patients schedule

There are a couple of ways to print out a patients schedule.  The most popular method (if you are looking for a branded hand out to give your patient) is through the client record.  Another method, if you are looking for custom information to include on the schedule hand out is through the custom schedule reports.

Schedule Handout Using Client Record

To get to the client record, click Clients in the top green navigation bar of Therabill.  You will now see your client list.  Find the client in your client list and then click the edit icon  associated with the client.  The client record will now be open.  At the top right, click the Schedule tab (see image to the right, red arrow).  You will now see the schedule page as shown in the image to the right.  You can put in a date range at the top left (see image to the right, green arrow) to view a specific date range.  If you would like to print it out for the patient, click the print icon (see image to the right, blue arrow) at the top right.  Therabill will then create a PDF document that you can print out for the patient.

Schedule Handout Using Custom Schedule Reports

If you are looking for a hand out with custom information on it, then you may want to look at the custom schedule reports.   A custom schedule report is like creating a spreadsheet, where you decide what columns of information to include.  The available columns of information for a custom schedule report (as opposed to a custom payment report) will be such things as date of service, charge amount, start time, and / or end time.  There are a variety of available columns to choose from.  For instructions on how to create a custom schedule report, we will refer you to our instructional video: Custom Reports in Therabill.