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.

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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.