What is the Appointment Created Summary report?
The main objective of this report is to determine how many appointments are created per day and then view the appointment types and their details. This is a good tool if you want to monitor the performance of your Call Centre and Reception Teams, especially if they have specific targets in achieving different treatment types of appointments.
🚨 Important to remember: This is a Tier 3 report. If you do not have access to the report. Please contact our support team to upgrade on Support@mypracticecloud.com
How to Use the Appointment Created Summary
Select Start Date: The start date of the reporting period.
Select End Date: The end date of the reporting period.
or
Select Date Range: An alternative quicker method for defining the reporting period, especially for common periods e.g. Last 7 Days, Last Month etc.
Select Practice (s): Allows selection of all or specific practices within the practice group.
Select Provider (s): Allows selection of all or specific Providers.
Summary Level: Option to present the data at the Group, Practice, Provider or Provider Role level.
Beside the ‘Create Report’ button there is also a feature to view the data in a daily, weekly, or monthly format.
Select Summary Level 'Practice' to view:
Practice Name
Patient Payor Code: The Payor Code that is assigned to the Patient. A blank value here indicates no payor has been set, i.e., the Patient is Private and does not belong to any Plan.
Service Code: Service Items associated with the Appointment.
Month
Total
Select Summary Level 'Provider to view:
Provider Name
Provider Type
Patient Payor Code: The Payor Code that is assigned to the Patient. A blank value here indicates no payor has been set, i.e., the Patient is Private and does not belong to any Plan.
Service Code: Service Items associated with the Appointment.
Month
Total
Select Summary Level 'Patient' to view:
Practice: Name of Practice.
Patient Code: The Patient Code.
Patient Name: The name of the Patient.
Owning Provider: The Patient Management Software (PMS) Provider Code assigned to the Patient.
Working Provider Type: The job role name associated in the Patient Management Software (PMS) against each Provider eg. Dentist, Hygienist, Oral Surgeon etc.
Patient Payor Code: The Payor Code that is assigned to the Patient. A blank value here indicates no payor has been set, i.e., the Patient is Private and does not belong to any Plan.
Service Code: Service Items associated with the Appointment.
Date Registered: The date the patient record was created.
Appointment Date: The date of the appointment booked.
Age: The patients age in years at the time the appointment was booked.
Gender: Male or Female.
Post Code: The Post Code of the Patient’s home.
Referral Details: The name of the referral source.
Appointment Created Date: The date the appointments were created, and the sum of appointments created per Service Item or group of Service Items planned
Working Provider Code: The COT Provider.
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.