I was down working with the folks at Opengate in Somers, New York today, and one of the things that they do is send around a list with all of the upcoming medical appointments for the following week.

Here’s the step by step instructions I put together with them:

1. Appointment Search

2. Choose Dates / Houses / Individuals

3. Scroll to bottom of page, click on Export to Excel

4. Click on Open

5. Delete unwanted Columns (click on column header – can also click and drag to do multiple columns).

a. Right click and choose delete

6. Go to Data Menu and choose Sort

a. Choose Event Date then Event Time (both ascending)

b. Click OK

c. Choose sort as numbers (twice)

7. Click Print

8. Voila

Have fun!

:: Justin ::