Looks at all the appointments on the schedule in the date range selected and counts by appointment type with Attendance metrics. Useful to see production over time as well as cancelled and deleted appointments. For additional information, check out Pivot Tables – Defining the Elements.
Note: This table does not give you monthly totals. It is designed to show a total over a period of time.
Initial Data Set
Any appointment on the schedule, regardless of status (e.g. Cancel, No-Show, etc.)
- the appointment date is in the date range
Filter Selection Before Generate
- Appointment Date Range
Default Filters
- Provider
- Category (Consult, Procedure, Surgery, or Other)
- Appointment Type
Optional Filters
- Facility
- Day of Week
- Scheduled by User
- Referral Source
- Referral Detail
Report Results
- Schedule = Count of appointments with appointment date in date range
- # Completed = Count of Schedule where appointment is checked in
- % Completed = # Completed divided by Schedule expressed as a %
- # Canceled = Count of Schedule where appointment is cancelled
- % Canceled = # Canceled divided by Schedule expressed as a %
- # Rescheduled = Count of # Canceled where appointment is rescheduled
- % Rescheduled = # Rescheduled divided by # Canceled expressed as a %
- # No Show = Count of Schedule where appointment is marked as a No Show
- % No Show = # No Show divided by Schedule expressed as a %
- # Deleted = Count of Schedule where appointment is deleted
- % Deleted = # Deleted divided by Schedule expressed as a %
Pivot Detail Fields
Patients | Registration / Billing, Patient Information Tab
- Patient Name (Last, First Middle)
- Patient Date of Birth
- Patient Age
- Patient Gender
- Referral Source
- Referral Detail
From the appointment
- Appointment Category
- Appointment Type
- Provider
- Facility
- Day of Week
- Scheduled by User
- Appointment Create Date
- Appointment Date
- Check-In Date (shows that appointment was “Completed”)
- Canceled Date
- Rescheduled Date