You can create reports that track appointment attendance and create lists of patients to follow up if they have not attended the clinic for a specific period of time.
To create a new report, select the type of report that you would like to create. You can create the following reports:
Appointments reports available | |
Report type |
Description |
Appointment |
Track all patient appointments, regardless of attendance status |
Attendance |
Track patients' appointment attendance and non-attendance in your practice |
Unbilled appointments |
Track patient appointments that do not have linked invoices |
You can filter the report to show key information. Filters available include:
Date range: Select the date range for the report (e.g. selecting December 1 to December 31 limits the report to show appointments in December).
Alt date range: Select if you want to limit the report to a specific time - e.g. today, tomorrow, next month, etc).
Length: Enter the number of days, weeks or months since the last appointment if you want to run a report showing patients who have not attended an appointment for a specific period of time.
Patient status: for example, current patients or archived patients.
Appointment status: e.g. attended, cancelled, booked, did not attend.
By practitioner: select the practitioner about whom the report is being run. You can run the report for your whole practice by selecting All Practitioners. If you are a sole practitioner the report is run solely for you.
By location: select the practice for which you are running the report. If you have only one practice location, the report is run solely for that practice.
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