Brief Overview
The Appointments report shows the count and total amount of time spent in consult for each appointment type. For the time to show correctly, the consult must be finished using the Finish Consult icon.
Note: This report is only available to users with Practice Admin access.
The Short Version
- Go to Reports > General Reports
- Select Appointments in the Report Type dropdown
- Filter the report as required
- Save as Favourite (if you need to run this report again in the future)
- Click Show
- Download Excel as required
Instructions
1. Go to Reports > General Reports.
2. Select Appointments in the Report Type dropdown.
3. Use the filters as required:
- Doctor - You can select multiple providers from your list or leave blank to show all providers.
- Location - Select locations from the dropdown or leave blank to show all locations.
- From Date - You can select a specific set of dates or use the radio buttons to quickly select a set period.
4. Once you have added all filters, if this is a report which you would like to run again in the future, click Save as Favourite.
Name the favourite and Save.
Next time you run this report you can select your Favourite and your filters will be automatically added.
5. Click Show to run the report.
This report will show the following information:
- Appointment Type
- Count
- Time in Consult (h:mm) (This is the total time spent in consult for that appointment type)
Note: If there are multiple pages, use the Items per page dropdown to increase the items on the page.
6. Select Download to Excel if you would like to export the report in xlsx.
