Additional Appointment-Related Reports

You must have security role access to the Reports module/tab. This setting is in the Security Role Editor and is in Enterprise Health controls called STATISTICS. Set to Yes or No. This allows users within a role to access the entire Reports tab.

Appointment Cancel Reason Report

The Appointment Cancel Reason Report displays a report of cancelled appointments according to the cancellation reason code you select, location and date range.

Click Reports tab on the left side-bar menu.

Click Appointments tab from the top tab menu and select Appointment Cancel Reason Report

The search criteria screen will display.

• Dates: Enter any date ranges. These fields are required.
• Resource: Select a resource from the drop-down.
• Location: Select a location from the drop-down.
• Cancel Reason: This is a mandatory field. You must select a cancel reason you want to show results for. You cannot show results for all cancel reason codes as of yet. It has to be specific.

The results will display below the search fields. The report returns data of: Patient Name, DOB, Date, Location, Cancel Code. Resource, Last Edited By, and Cancelled Date

Appointment Duplicate Report

The Appointment Duplicate Report lists duplicate appointments for a patient.

Click Reports tab on the left side-bar menu.

Click Appointments tab from the top tab menu and select Appointment Duplicate Report.

It will automatically generate a list of duplicate appointments specific to a patient.

It will also show the number of duplicate appointments for that patient.

The Startdate is the date the duplicate appointment occurs.

You can click the Paper icon to Generate CSV and then click the Download icon to Download the report.

Appointment No Location Report

The Appointment No Location Report lists appointments scheduled without a location set to them.

Click Reports tab on the left side-bar menu.

Click Appointments tab from the top tab menu and select Appointment No Location.

It will automatically generate a list of appointments without locations. These are appointments schedule that do not have a location selected for the patient’s appointment.

You can click the Paper icon to Generate CSV and then click the Download icon to Download the report.

Appointment Types Total

The Appointments Types Total report displays a list of scheduled appointments by type and grouped by month found within the system in a DataVis output.

Click Reports tab on the left side-bar menu.

Click Appointments tab from the top tab menu and select Appointment Types Total.

• Dates: Enter any date ranges. These fields are required.
• Location: Select a location from the drop-down.
• Status: Select a status from the drop-down.

The results will display below the search field. The report returns data of: Month, Location, # of Appointments, Type, and Appointment Status.