Navigate All Appointments Report
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Updated: 01/23/2025 | Views: 3349
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.
Note: To access the All Appointments report in the Desktop Application (PM), review Navigate All Appointments Report.
Access All Appointments Report
- Hover over the Analytics icon and click Appointments. The All Appointments report page opens by default.
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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.
- Search: Click the search icon to search for specific report data.
- Refresh Data: Click the refresh icon to refresh the report data as necessary.
- Table Filters: By default, all appointments for the current day display.
- To filter by specific criteria, click the filter icon and add the appropriate filter(s) (e.g., Reason, Patient, Status) and/or edit the date range.
- To remove a filter, click X.
- Table Configuration: Click the gear icon 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 or Excel, create a new report, or to save or delete a customized report.
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- Columns: Customize the report to only display specific columns and in the preferred order. Available options depend on the column data.
Note: Data grouping and aggregation does not save when creating a new report.
- 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.
- To group all records by a specific column, hover over the column header and click the more options icon. Then, select Group by (column name).
Note: Once applied, an additional column displays with the grouping.
- To aggregate a column by size (count), sum, average, etc., hover over the column header and click the more options icon. Then, select the appropriate option from the Aggregation drop-down menu.
Note: Once applied, values display at the footer of the report table and at the group level when grouping data.
- Appointment Summary: Displays information such as the appointment ID number, appointment date and time, patient name, patient date of birth, home and mobile phone numbers, etc. Scroll as necessary to view more information.
- 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.
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