Online Appointments By Status

the online appointments by status reports overview docid\ w77fotsoi3fpy lzwmcj2 provides a status based comparison of all online appointments created during a selected time period and location(s) it is designed to help teams monitor appointment trends, optimize scheduling processes, and improve customer satisfaction getting here this report is available to users with access to the reports module restricted users with limited permissions cannot access this feature steps to access navigate to reports overview docid\ w77fotsoi3fpy lzwmcj2 from the left hand menu under the appointments overview docid\ w05ijt89q4w3j6ll3ei3 section, select online appointments by status using the report filters period adjust the time frame of the report options include this month , last month , or a custom date range location choose a specific clinic or location for analysis (or keep it set to "all" for a consolidated view) report layout pie chart displays a visual breakdown of appointment statuses hover over each segment to see the number and percentage of appointments in each category data table columns s no coded number for easy reference status displays the category of appointment status for e g booked, cancelled, and etc total total count of appointments in each status the table provides a detailed summary of the pie chart data, making it easier to identify specific trends export the data right click on the graph and press download the report will be downloaded as an image use the exported data for offline analysis or sharing with other team members practical use cases track appointment trends identify which statuses (e g , "cancelled" or "no show") are occurring most frequently spot patterns over time, such as increased cancellations in specific months improve operations focus on reducing "no show" appointments by implementing reminders or confirmations analyze high "conflict" rates to adjust scheduling strategies monitor location performance compare appointment statuses across multiple clinics or service centers to evaluate operational efficiency customer insights use data to gauge customer engagement and satisfaction based on completed vs cancelled appointments best practices regular monitoring review the report weekly or monthly to stay updated on trends use filters strategically narrow down to specific locations or custom time periods for targeted insights take action on trends if cancellations are high, assess reasons (e g , timing issues, customer feedback) and make adjustments develop strategies to address frequent "no shows," such as automated reminders or penalties share with teams use exported data to present findings to your team and collaborate on improving appointment management processes faqs can i view appointment statuses for multiple locations at once? yes by default, the location filter is set to "all," which consolidates data from all available locations into one report is there a way to see changes in appointment status over time (e g , trend by week or month)? this specific report provides a snapshot of statuses within the selected timeframe, but does not display status trends over time for time based trends, use other analytics reports like appointment analytics what appointment statuses are included in this report? the report includes all appointment statuses tracked in your system, such as booked, completed, cancelled, rescheduled, no show, and conflict why does the pie chart show fewer categories than i expected? only statuses with at least one recorded appointment during the selected period and location will appear in the chart if no appointments fall under a certain status, it won’t be visualized can i drill down into individual appointments from the report? no this report is designed for high level status comparison to explore individual appointments, use the appointments module or other drill down reports does this report include both online and offline bookings? no this report specifically analyzes online appointments only offline or manually entered appointments are excluded can i compare status data between two different months side by side? not within the same view you can run the report twice, once for each month and compare the exported images or tables offline what does the 'conflict' status mean in this report? “conflict” typically indicates appointments that overlapped or conflicted with another booking check with your system’s scheduling rules for exact criteria can i access this report if i don’t have the appointments module enabled no access to this report requires the appointments module users without access to that module will not be able to view it what format does the exported image download in? the graph is downloaded as a standard image file, typically png when you right click and select "download "