This report presents data similar to the Patient Management Software (PMS) Appointment Analysis report, summarizing appointment diary data for a specified date range.
The focus is on booked/unbooked time and the number of appointments (patients seen).
A separate section is shown for each selected practice (if Report By Individual Practice is chosen), and a summary with totals from all selected practices.
Date: The date within the reporting period determines how data is presented. If the weekly or monthly option is chosen, each row in the table represents a week or month, respectively. If the daily option is selected, each row represents a single day within the reporting period.
Days: Each row also includes an indication of the number of calendar days it covers. For daily aggregation, this will be 1 day.
Patients Booked: this is the total of Patients Seen and cancelled and failed appointments for this period.
Patients Seen: this is the total number of booked in appointments that are not cancelled or failed.
% Patients Seen: A percentage is calculated as Patients Seen / Patients Booked. For past periods, this provides a measure of the completion rate for appointments booked into the diary.
Hours Available: the total number of unblocked hours in the appointment diary for this period;
Unbooked: the total number of available hours which are not associated with any appointment, whether booked/completed, cancelled or failed.
Unbooked %: Unbooked / Hours Available as a percentage.
Extra Hours: the total number of hours worked in blocked-out time, meaning hours worked during periods that were not marked as available.
Hours Worked: Tracks the total number of available hours that were allocated to valid booked or completed appointments.
Used %: Hours Worked / Hours Available as a percentage.
Summary graphic dial: this shows the total 'Used %' value in graphical form - choose from
A graphical plot area is shown below the table, and allows a line plot of various measures such as Patients Seen, Hours Worked, etc. to be shown over the time period of the report.
Parameters
The report parameters are:
Report by Individual Practice: this dropdown allows a choice between showing data for each selected practice separately, or data from all selected practices totalled up in one single summary section.
Daily/Weekly/Monthly Report: this dropdown selects whether the data will be aggregated by each day, week or month within the reporting period.
Date range: Defines the reporting period.
Practices: allows selection of all or specific practices within the practice group.
Dentist: allow selection of all or specific dentists (providers).
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.