Daily Schedule Report
This report provides a list of appointments booked on a given date/day at your facility.
Why you need it?
Use this report to know which provider has how many appointments booked on a given date.
 1. To get started, access your zHealth dashboard. Hover your cursor over your name at the top right corner. A drop-down menu will open. Click on "Reports". |
2. On the Reports window, go to the Scheduling Reports section on the left side of the screen. Click on the second option - Daily Schedule Report. A pop-up window will open. |
3. Select date. Then click 'Generate Report'. |
4. This is how the daily schedule report for the selected date will look like. |
Field Name | Description |
Total Booked Appointments | The total number of booked appointments in your practice for a given date range |
Missed Appointments | The total number of missed appointments in your practice for a given date range |
Checked-in Appointments | The total appointments that patients checked-in in your practice for a given date range |
Rescheduled Appointments | The total appointments that have been rescheduled in your practice for a given date range |
Date | The appointment date |
Time | The appointment time |
Patient | This column shows the names of the patients who have an appointment scheduled |
Phone | This is the first contact number of the patient which is there in Contact Details in the Patient Profile |
This is the patient's email address | |
Last Visit Date | The last date when the patient visited your clinic for chiropractic care. |
Visit Count | This column indicates what's the number of visit (2nd, 3rd, 4th, 5th, and so on...) for the given patient when he last booked the appointment. |
Type | The patient type for the patient - Cash, Insurance, Personal Injury, Attorney Lien, Workers Compensation, etc. |
Primary Insurance ID | This is the unique member ID number for the primary insurance taken by the patient. |
Primary Insurance | This field shows the name of the primary insurance payer |
Secondary Insurance ID | This is the unique member ID number for the secondary insurance taken by the patient. |
Secondary Insurance | This field shows the name of the secondary insurance payer |
Copay/Coinsurance | The copay dollar amount or coinsurance percentage written on the patient's insurance card |
Provider | The name of the provider with whom the appointment was booked |
Appointment Type | The type of appointment: whether it is: existing patient, new patient, massage, follow-up telehealth, report of findings, etc. |
Reason | This column typically shows the patient's chief complaint or the reason for seeing the provider |
For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.Related Articles
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