Navigate All Appointments Report

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Updated: 09/26/2024 | Views: 2673

Access the All Appointments report to help increase practice productivity and reduce no-shows by analyzing each provider’s appointment volume and cancellation, reschedule, and no-show rate.

Access All Appointments Report Hover over the Analytics icon and click Appointments. The All Appointments report opens by default.
Navigate All Appointments Report The All Appointments report can be customized to include specific data and how the data displays. Note: Customization of the report does not automatically save. Once a user navigates away from the report, the default report view displays when the report is accessed again. To save the customization, use the Create New Report feature to save the report as a new customized report. Refresh Data: Click to refresh the appointments report data. Table Filters: By default, all appointments for the current day display. To filter by specific criteria, click the icon and add the appropriate filter(s) (e.g., Appointment ID, Patient, Service Location). To remove a filter, click X. Table Configuration: Click to adjust the table density (e.g., Compact, Standard, Comfortable) and/or manage the table columns to hide/show a column. Table Actions: Click to export the report to CSV, create a new report, and/or save or delete a customized report.
Columns: Customize the report to only display specific columns and in the preferred order. To reorder the columns, click the column header then drag and drop in the preferred order. To sort by ascending or descending, hover over the column header and click the arrow. To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s). To sort, unsort, hide or manage columns, hover over the column header and click the more options icon. Appointment Details: By default, displays the Appt ID, Appt Date, Time, Patient, Home Phone, Mobile Phone, Provider, Service Location, Appt Reason, and Appt Status. To open, view/edit the appointment details, click the Appt ID number. To open and view the Patient Facesheet, click the Patient name. Right side more options icon: To create a charge for the appointment, open to view/edit appointment details, or to update the appointment status, hover over and click the more options icon. Pagination: By default, each page displays up to 20 appointments. To change how many appointments are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100. To navigate forward or back, click the arrows.