Status Report (Non-Financial)

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This report shows how many times Appointment Statuses have been used on appointments for over period of time. It can be used to show multiple statuses added into the patient appointment, in one report. For example, all appointments that Confirmed, but Failed to Attend. 

 

Report Requirements

Use Status Types against appointments where relevant. 

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. Confirmed will not be used until the appointment is confirmed.

 

Run the Report

  1. Go to the Appointment Book > Reports menu

  2. Status Report (Non-Financial)

    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: Highlight multiple statuses to be reported on at once

    4. Show patients with only one of the selected: Choose to only base the report on one of the selected statuses

    5. Appointment Books: You can highlight multiple books to be reported on at once

    6. Show inactive Books: Allows you to report on Books that have been marked as inactive

Three ways of running the report:

There are three ways the report can be run, dependent on the parameters selected. 

  1. Report on patients with all selected statuses against their appointment. E.g. Patient has both FTA and Confirmed statuses.

  2. Report on appointments with only one of the selected statuses. E.g. FTA and Confirmed are highlighted, but patients with either will show.

  3. Report on patients with no appointment status
        

 

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

 

 

Click here for information on the other appointment report, Status Report. 

 

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