Status Report

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The Status Report provides a count of appointments with a particular status in a period of time. For example, the number of Attended appointments last month. 

 

Report Requirements

Use Status Types in the appointment window. 

This is done during the creation of a new appointment or you can modify existing appointments. Not all Status Types will be used at the initial creation of an appointment; most will be used at a later date. E.g. C: Confirmed will not be used until the appointment is confirmed.

 

Run the Report

  1. Go to Appointment Book > Reports menu

  2. Status Report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <Any Location > from the drop list if applicable

    3. Status: Select the Status to base this report on

    4. Appointment Books: Select the appointment book/s to include in the report

    5. Show Inactive Books: Tick to include books previously made inactive

 

Report Details

Patient

Name of the patient that matches the requested criteria of the report

DOB

Date of birth

Phone

Contact phone number

Date

Date of appointment

Time

Time of appointment

Duration

Duration of appointment

Fees

Fees generated for items performed at this appointment

Click here for information on the other appointment report, Status Report (Non-Financial).

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