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Reports by CPT code

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  • Ruth

    Hi Ginny, you can use the Appointment Status Report to see all the appointments listed by CPT Code that you've already had; however, there's no report that also contains information on upcoming appointments. Go to Reports > Appointment Status Report and export the report as a spreadsheet. You can sort the exported report by the CPT Code column to see the clients who've had an intake appointment within a given date range. 

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