Detailed Appointments Report
This report provides a detailed overview of appointments booked at your practice over a given period, including the name of patients who booked appointments, appointment IDs, appointment types and reasons, appointment statuses, provider names who treated the patients, and service location.
Why you need it?
Use this report to get insights on the number of total appointments, number of missed appointments, most used appointment types, and much more.
1. Access your zHealth dashboard.
Hover the cursor over to your name. A drop-down menu will open.
From the dropdown list, click on the option - Report.
2. On the Reports window, go to the Batch Reports section on the left side of the screen.
Click on Detailed Appointments. A pop-up window will open.
3. Enter the following details to generate a detailed appointments report:
a. Select date range.
b. Click 'Generate Report'.
You will get a notification that says - "It can take a few minutes to generate the report. You will receive a notification once the report is generated and will be available in Message Center."
4. The pop-up window will close automatically. Wait for a few seconds and then scroll up.
Click on the small message icon on the top of the navigation bar on the right side of the screen.
The first message here is the Detailed Appointments Report you generated.
Click on the download link. Save the report to your computer or tablet.
5. The Detailed Appointments Report provides you insights on the:
Appointment IDs, Appointment Start and End Dates, and Appointment Duration.
Appointment Status, Appointment Type, and Appointment Reason.
Appointment Missed (Yes or No).
Encounter IDs, Patient IDs, and Patient Names.
Practice Name, Provider Name, Provider IDs, Service Location ID, and Service Location.
Column Field Descriptions:
This is a system generated unique appointment ID
Appointment Start Date
This is the unique identification number assigned to an appointment by the system.
Appointment End Date
This column indicates the appointment start date and time
This is the duration of the appointment
This field indicates the status of the appointment; is it a no-show, provider signed the note, invoice created, etc.
This column tells you about the type of appointment; is it a new appointment, existing patient adjustment, follow-up telehealth, etc.
This field indicates the reason why the appointment was booked, cancelled, or rescheduled
This field will tell you if the appointment was missed by the patient (Y for Yes or N for No)
This is a system generated unique identification number assigned to the patient-specific encounter
This is a system generated unique identification number assigned to a patient
The patient's name associated with an appointment on a given day.
The clinic name where services took place.
This is a system generated unique identification number for the provider who provided services.
The name of the provider who provided services.
Service Location ID
This is a system generated unique identification number of the clinic's service location.
The clinic location where services took place.
For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.
Click the attachment to view a sample of the Detailed Appointments Report.
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