Appointment Reports
A suite of pre-defined reports to run directly from Appointments are available. These are designed to help you manage your appointments process.
To select Reports:
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From the Reception View or Weekly View, select Options - Reports:
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The Reports screen displays:
Select a report from the available list:
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Future booked appointments
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Patient counts in time frame
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3rd, 4th and 5th available appointments
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Utilisation and DNA rates
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Utilisation by booking method
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Staff utilisation and DNA rates
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Utilisation by patient age and sex
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Online appointment availability
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Online appointments booked
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Choose Select to display the report criteria:
Complete as required:
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Select date(s) - Select a date or tick Date range to select a date range.
Note - You must select a valid date range. The date range criteria vary by report, however instructions display below the date range advising on the requirements for each report. -
Include appointments from - If you are in a shared care setting, select the organisations to include appointments data from.
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Saved filters - When you select an organisation, you can select an organisation specific appointment filter if required.
Note - If a filter has not been created for an organisation, you are advised that one needs to be created to include only certain appointments. See Applying or Editing Filters for more information.
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Select View Report to run the report. The following options are also available:
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Reset - To reset the report criteria.
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Back - To return to the Reports screen.
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Cancel - To return to the Reception View or Weekly View.
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The report displays:
The report data display and options vary by report, select from the following where appropriate:
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Group by - Select Group By to change the view criteria.
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Change view - Select to view the report as a bar chart or pie chart.
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Details - Select to view the report details.
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Change report criteria - Select to return to the previous screen and change the report criteria.
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Copy details to windows clipboard - Select to copy the report details to the Windows Clipboard.
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Export - Select to export the report to a PDF or CSV file.
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Select Close to close the report and return to the Reception View or Weekly View.