How to run the 'Unbooked Treatment' report?
Navigate to your 'Reports' menu and scroll down to the 'Treatment' section where you can click on the 'Unbooked Treatment' report.
Use the filters down the left hand side to set your location and timeframe preferences.
For this report its important to take note of these two filter fields:
Appointment status
Complete
These will automatically be selected but you can adjust these if needed, For example the Appointment status could be changes to 'Missed appointment needs rebooking' to find a whole new list of people that are due for a follow up appointment.
You can work through the list by clicking on the blue Patient name of Treatment plan number.
Alternatively, you can export your list using the 'Export' button which lets you export the data from the report into a CSV spreadsheet.
💡Top Tip: Did you know? You can hover the ℹ️ icon next to each column header across the top of your report to see a tooltip pop up giving you a little more info about the data presented in that column!
Why should I be using the unbooked treatments report?
The Unbooked Treatments report is very useful for identifying any patients that have planned treatments that are currently unfinished!
It is a create report to use and reference when finding patients to fill white space in your diary. It is a key report when it comes to optimising your practitioners calendars.