Purpose
Understand key appointment trends for your practice in a single location, including breakdowns by service, provider, and cancellations/ no-shows. Use this information to validate patient care needs and train staff members on best practices.
Questions the Dashboard Can Answer
Appointment Count by Service, Status, and Type of Appointment during a selected timeframe
Appointment Count by Provider/Doctor during a selected timeframe
Appointment Count by Duration during a selected timeframe
Number of daily, weekly, and monthly appointment trends during a selected timeframe
Number of appointment cancellations, confirmations, and no-shows for scheduled appointments during a selected timeframe
Appointment Count and % by Service and by Day of Week, during a selected timeframe
Patient, Account, and Appointment details during a selected timeframe
Filter by a specific Service, Provider/Doctor, or Appointment Status
All of the above can be surfaced for past and future scheduled appointments
⚡️ProTip: These insights can be used for staffing/resource needs and understanding appointment trends, better tailoring your practice to patient needs.
FAQs
The Appointment Start Time and Duration in Minutes on the Details tab represents when the Appointment was scheduled for and how long it was scheduled to last when the appointment was made; this is not when the patient was actually seen for the appointment or how long the appointment actually lasted.
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
