Guide to Appointment reports

Create appointment 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.

Types of Appointment reports

You can create the following reports under this category:

Report Type

Description

Appointment

Track all patient appointments, regardless of attendance status

Attendance

Track patient appointments with Appointment status set to Attended

Unbilled appointments

Track patient appointments that do not have linked invoices

Run an Appointment report

  1. On the sidebar, click Reports > Appointment.

  2. On the top right, click New Report.

  3. Select the Report Type and set your filters.

  4. Click Run.

  5. Your report results are displayed in a list. From here, you can:

    • Edit filters: In the top right of the report, click the Icon-Edit.svg edit icon.

    • Save report: At the bottom of the report, click Save. This saves the report to its report category list.

    • Close report: At the bottom of the report, click Cancel. This closes the report without saving it.

Updated

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