Generic Schedule Report
This report provides an overview of all appointments, including missed/cancelled appointment, booked by a given patient over a period of time.
Why you need it?
Use this report to know how many appointments a patient booked over a given period.
 1. On the zHealth dashboard, hover the cursor over your name on the top right corner. Click "Reports". |
2. On the Reports window, go to the Scheduling Reports section on the left side of the screen. Click on the last option - Generic Schedule Report. A pop-up window will open. |
3. Enter the following details to generate generic schedule report: a. Click on the check box if you want to see cancelled appointments in the list of all appointments. b. Select provider name from the dropdown list. c. Enter first and last name of the patient. d. Select date range. By default, both start date and end date will have current date selected. Click on the Start Date box to select a start date of your choice and then click to select an end date of your choice. Remember, you can view this report for 3 consecutive months as the Generic Schedule Report has a 3-month date restriction. e. Then click 'Generate Report'. |
4. This is how the generic schedule report when you just select the date range. It shows all patient appointments with date, time, status, and cancel/reschedule date. |
Field Name | Description |
Date | The date when the patient visited your practice |
Time | The time of appointment when the patient visited your practice |
Patient Name | It shows the name of the patients who have an appointment scheduled |
Patient Phone | This is the first contact number of the patient which is there in Contact Details in the Patient Profile |
Status | This shows the current status of the appointments, such as No-Show, Cancelled within last 24 hours or Cancelled, etc. |
Cancel/Reschedule Date | The date when the appointment was cancelled or rescheduled |
For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.Related Articles
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 ...Detailed Daily Schedule Report
This report provides a detailed overview of appointments booked on a given date/day at your facility along with diagnosis codes, type of patient, and provider name. Why you need it? Use this report to know the total appointments booked and patients ...Missed/Cancelled Report
This report provides a detailed overview of all missed or cancelled appointments for a given patient over a period of time. Why you need it? Use this report to know how many appointments a patient missed or cancelled at your facility over a period of ...Supplement Report
This report provides an overview of all supplements recommended to patients and the amount charged for each of them over a period of time. Why you need it? Use this report to get a quick overview of supplements providers recommend and charge to ...End of Day Summary Report
The End of Day Summary Report provides a summary of the daily financial activity for a practice on the designated reporting day. The report helps you keep track of all details performed on a given day in terms of charges, payments received, ...