Understanding the Appointments Report

The Appointments Report is a valuable tool for tracking appointment sources, statuses, and revenue. By utilizing this report, you can gain insight into your clinic's booking rate, appointment trends, and related client/patient information.

This area of the report is an overall analysis of appointments based on source, status, visit type and provider. This provides a quick, high-level overview of the metrics, including the booking rate.

Available filters include the Provider which is the staff member associated to the appointment.

Other basic filters are also available.

The appointment source is the avenue used to initiate appointments. This information can help you understand which methods are most effective in booking appointments.

For example, if you notice a high number of appointments coming from online booking or the mobile app, you may want to encourage more clients to utilize these options.

📌This can decrease phone time for your clinic and increase internal efficiency.

The appointment status can help you track cancellations and no-shows, as well as other basic statuses like pending or confirmed.

By monitoring this trend, you can identify clients who may be unreliable and take steps (such as adding a client alert / tag) to address the issue.

📌This can help improve your clinic's overall efficiency and reduce lost revenue from missed appointments.

The visit types categorize/group the nature of the appointment based on pre-existing options.

This information can help your short-term (daily) and long-term (monthly) planning. By knowing the nature of the visits, you are expecting you can ensure that the necessary resources are available, including specialists, technicians and medications.

📌This can help manage staff scheduling, stock purchasing and stock turnover rates.

The report also provides valuable client contact information, which can be easily exported for further analysis or marketing initiatives. This information can be used for client outreach and can help you better understand your client base.

The revenue generated from each appointment is based on the SOAP Record associated with the appointment. This information can help you track your clinic's overall revenue and identify any trends or patterns.

Additionally, the report includes visit type data, which can (via external analysis) reveal revenue by visit type. This can assist with operational planning and forecasting.

The extensive table data in the report can also reveal other points of interest, such as species and breed visits. This information can help you better understand your patient base and tailor your services to their needs.

📌 You can also export this table to CSV.

📌 Larger reports will be sent via email and will not download directly

In conclusion, the Appointments Report is a valuable tool for tracking appointment sources, statuses, and revenue. By utilizing this report, you can gain valuable insights into your clinic's operations and make informed decisions to improve efficiency and revenue.