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The Scheduled Appointments Dashboard provides insights into appointment scheduling, utilization, and associated revenue within a specified appointment date range. It displays key metrics including the total number of appointments, total visits, and total revenue.

 

 

Select Web Client > Report Dashboard > Interactive Reports & Dashboards > Scheduled Appointments

 

Scheduled Appointments

 

 

Metrics

 

•Appointments: The number of appointments scheduled within the specified date range.
 

•Visits: The number of visits that have been linked to appointments scheduled within the specified date range.
 

•Revenue: The total revenue from visits that have been linked to appointments scheduled within the specified date range.

 

 

Filters

 

Filters can be applied to refine the dashlet totals. Each filter features a drop-down menu with a built-in search field, allowing for efficient selection of specific criteria.  

 

•Appointment Date: Use the calendar or slider to specify an Appointment Date range to be used.

 

•Facility: Use the drop-down menu to select a specific facility.
 

•Schedule: Use the drop-down menu to select a specific schedule to be used. The dashboard will display all appointments and visits associated with the selected schedule location.
 

•Attending Physician: Use the drop-down menu to select a specific attending physician to be used. The dashboard will display only appointments that have visits associated with the selected physician.
 

•Status: Use the drop-down menu to select a specific appointment status.
 

•Sub Type: Use the drop-down menu to select a specific Sub Type.

 

•Appointments with Visits: Use the drop-down menu to select appointments with or without visits.
 

•Clear All Filters: Select this option to clear all previously applied filters.

 

NOTE: If no filters are selected, the data will populate using the default setting of All.