What can I use the Appointments report for?
The 'Appointments' report allows you to see data from appointments including:
How many patients book online
How many patients were seen within a certain timeframe eg. this week
How many appointments were cancelled and the cancellation reason
How long patients are in the waiting room
How long patients are in the chair
How many appointments were cancelled or FTA with no future appointment booked
The lab status of appointments
To use the 'Appointments' report:
In the 'Reports' menu, select the 'Appointments' report.
You will see appointment details including the date, time, location, practitioner and status, and whether it was booked online
Use the filters on the left to:
Set the date range - you can select whether this date range applies to the date the appointment takes place or to when it was booked
View only a particular status, practitioner, reason, room or payment plan/fee schedule
Filter according to who booked the appointment, and whether the patient has a future appointment booked
View short notice, lab work and online booking details
Click the patient's name to open their patient record.
Hover over any pencil ✏️ icon to see notes added to that appointment.
Click 'Export' in the top right to export the data as a .csv file. The exported version will include additional patient details which may not be visible within the original report, including duration.
📝 Please note: You can only export up to 31 days' worth of data at any one time.
