What is the Future Appointment Types report?
The Future Appointment Types report supports forward planning by breaking down future appointments by service code over daily, weekly, or monthly periods.
It provides visibility into:
The volume of specific procedures booked
Demand per practice, provider, or provider role
Forecast income streams
Stock and resource requirements
This makes the report especially useful for income forecasting and stock control.
🚨 Important to remember: This is a Tier 3 report.
If you do not currently have access, please contact our Support Team to upgrade: 📧 Support@mypracticecloud.com
How This Report Helps with Forward Planning
Income Forecasting
Understand which service codes are booked in advance
Identify high-value procedures by time period
Forecast expected revenue by practice or provider
Stock Control
Anticipate demand for consumables and materials
Reduce over-ordering or stock shortages
Align ordering with booked procedures
Income Forecasting
How to Access the Report
Navigate to the Patient & Clinical module
Open the Future Appointment Types report
How to Run the Report
Select Start Date
Defines when the reporting period begins
Select End Date
Defines when the reporting period ends
OR
Select Date Range
Use a quick selection such as:
Last 7 Days
Last Month
This Month
Select Practice(s)
Choose one, multiple, or all practices
Select Provider(s)
Filter results by specific providers if required
Select Summary Level
Choose how the data is grouped:Group
Practice
Provider
Provider Role
Select Provider Type
Filter providers based on PMS status:All providers (active and inactive)
Active providers only
Providers marked as “Can’t Charge” in the PMS
A combination of the above
Create Report
Click Create Report to generate the data
💡 Top Tip:
Next to the Create Report button, you can toggle how results are displayed:
Daily
Weekly
Monthly
Report Columns Explained
Practice
Name of the practiceService Code
Service items associated with future appointmentsData
The total number of each service item (or grouped service items) planned per day, week, or month
💡 Top tip: Change the Summary Level to Provider to drill down into figures for individual clinicians.
Exporting, Printing & Scheduling
Use Export Data to download a CSV copy of the report.
Use the Print button if you need a physical copy.
Use Schedule Report to automate regular delivery of this report.