Reports by appointment type

It would be very useful to have an option to run a report by appointment type. We could use it to track our new patients, and our Medicare/EPC visit totals.


Hi @Bridgek, I’m wondering if our “Appointments” marketing report might help with this? That shows you a breakdown of both percentage and total number of each appointment type, over whatever date period you specify. It would look something like this:

Do you think that would help with what you’re after?


Thanks Emily, but we are after a list of names sorted by appointment type. This would let us check on our recalls and make sure patients aren’t slipping through the cracks by user error.

We need the same kind of report. What we also need is for appointment type PER PRACTITIONER, and not total. So the marketing report is great, but only useful if we can have that per practitioner.