Appointment Summary Report

Report Purpose: This report shows you Cancelled, Failed and Booked appointments including how many New Patient and the Estimated Fee total for the appointments.

The summary level can be broken down by Patient’s Payor, Type1, Type 2, Patient’s Provider, and Appointment Category. Each of these is for the time period chosen.

To run the Appointment Summary Report

1. From the ‘Administration’ menu, click ‘Reports’ and select ‘Appointment Summary Report’:

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2. Leaving the 'Provider' field empty will generate the report for the entire practice; however an individual provider can be selected from the list by using the button. Clicking the button will allow selection of appointments for a combination of providers.

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3. In the 'Payor' field you can select any single payor, or (by using the button) all payors or a selection of payors. For appointments for private patients, select 'Private'. (This can also be used in conjunction with any other Payors).

4. The ‘From’ and ‘To’ date fields are used to define the date range for the report.

5. In the ‘Summary Level’ field, select "Daily", "Weekly", "Monthly" or "All" (totals for whole period) from the drop-down menu.

6. If you wish to list adults and children separately in the report, click in the checkbox.

7. The Group By field allows you to select if the results are to be grouped by choosing one of the following categories, or not grouped (by selecting 'None'):

8. Print, Preview or Email (as a PDF attachment).

The example below shows a ‘Appointment Summary’ report for all Providers at the practice for Q1 2021.
'Summary Level' of "Weekly"
Note: The estimated fees for each of these are calculated based on the services booked for those appointments. The Est fees are taken from the fees of the planned treatment on the patients chart or the default price for the service if no charting has taken place yet.