How does the "Your Daily Appointment & Task List" on the Appointments tab work?

Your Daily Appointment & Task List is a printed version of all the alerts listed next to patients' names in the Appointments tab. The list offers you a column where your team members can check "done" when a task (such as collecting a patient's payment or filling in missing contact information) has been taken care of. 

You can access Your Daily Appointment & Task List by clicking on the print icon in the Appointments tab. 

Make sure to select the date you'd like to print off. 

Clicking the print icon will generate a download that you can print off and use.