To find the report select Report Finder from the menu on the left hand side and either search using the report name or find the report under the Performance section.
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.
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.