Appointment Dashboard

The Appointments dashboard provides a quick summary of appointment totals for the time period you select. Below the totals is a graphic representation of Appointments by Office, the 10-day Appointment Trend and the overall Appointment Trend (for the dates selected). You can hover over a section of the graph to see the information specific to that section.

With the from and to Date fields you define the period of time you want to view to analyze appointment information.

From the Location drop-down, select the locations you want to include or all.

Click Go to Details to view more information.

From the Details screen, the data selected displays in a table. At the top of the page, the date the data was last updated displays and next to the date is the icon to download the data.

Above the table are filter fields you use to broaden or narrow the data in the table. Below the filter fields is the Total Appointment Count aggregation.

Filters

Filter Description
Patient Name You can filter the dashboard to include one, multiple or all patients. To have the patient data show, check the box for that patient.
Resource Assigned You can filter the dashboard to include one, multiple or all resources assigned the appointment. To include the resource assigned, check the box.
Appointment Status You can filter the dashboard to include one, multiple or all appointment statuses. To include the appointment status, check the box.
Insurance Assigned You can filter the dashboard to include all appointments, only appointments where insurance is assigned or only appointments without insurance. To narrow the list to display only appointments with insurance, clear the all checkbox and check True.
Service You can filter the dashboard to include one, multiple or all resources assigned the appointment. To select the resource assigned, check the box.
Office Key You can filter the dashboard to include one, multiple or all office key numbers. To include appointments for an office, check the box for that office key.
Has Notes You can filter the dashboard to include one, multiple or appointments with notes. To narrow the list to appointments with notes, clear the all checkbox and check True.
Patient ID You can filter the dashboard to include one, multiple or all patients. To include the patient, select the checkbox for the patient's ID.

Dashboard Columns

Table columns can be sorted by selecting a column header followed by the up/down arrow.

Field Description
Service The code and description of the appointment service.
Resource Assigned The resource assigned can be a provider, staff member or office resource based on your office setup.
Appointment Status If the patient has responded to confirm the appointment, the status reflects confirmed. Otherwise, the status is None.
Insurance Assigned If the patient has insurance assigned to the appointment, you see True. If no insurance, you see False.
Office Key This is the number assigned to identify your office.
Has Notes This indicates if notes are included with the appointment. If notes are included, you see True.
Notes If Has Notes is true, the notes from the appointment display.

  1. Click on the download icon.

  2. Select the Appointment Detail Table sheet. Sheets represent individual data elements on the dashboard. Typically, the sheet labeled "Detail Table" contains the entire data set.

  3. Select the format; choose from Excel or CSV.

  4. Click Download.