There are many Appointment Book specific reports available in D4Web, found directly in the Appointment Book itself

Where to Find the Appointment Book Reports

1. Click the navigation menu > Appointments page
   
2. Right click > Print > reports are listed here
   

Note: Any patient specific option listed here are NOT considered Appointment Reports (e.g. Appointment Card or Medical History Form), ensure the patient appointment is selected before right click for those options

Worktime Analysis

• White spaces in the appointment book are considered unused.
• If leaving early, add a break and select the Work Time: No.
• For staff meetings, add a break with Work Time: Yes
  
  

1. Date: Select the period to base this report on
2. Location: Select the location or <Any Location > from the drop list if applicable
3. Daily Breakdown: If date range includes multiple days, tick to show data per day
4. Show all slot types: Tick to include Pre-Booked slots even if they have not been used 
   
   

To find out how to setup Pre-Booked Slots

Day Information (all books) Report

Patient Bookings - Appointed By Report

The Appointed By field can be made mandatory, click here for instructions

Run the Report

1. Date: Select the date range to base this report on
   
2. Appointment Books: Highlight the books to base this report on
   
3. Providers/Staff: Tick individual or multiple rows by showing list:
   
1. All Staff: This will show a list of all providers and staff members 
   
2. Providers: This will only show providers
   
3. Other Staff: This will only show staff members
   
4. Show Inactive Providers: This will show inactive providers
   
5. Click OK
   

Report Details

Planned Production Report

This report calculates planned production according to treatment plans linked to upcoming patient appointments.

Report Requirements

Ensure treatment plan items are linked to appointments. This allows the report to calculate the planned production. 

Links:

Link items to a new appointment

Link items to an existing appointment

Run the Report

1. Date: Select the period to base this report on
   
2. Location: Select the location or <Any Location > from the drop list if applicable
   
3. Divide by date: If multiple days are included in the report, tick this to divide each day
   
4. Appointment Books: Highlight the book/s to base this report on.
   
5. Show inactive Books: Select to see books previously made inactive
   

Report Details

The report will collect information for the selected reporting period on the date of appointment, and the total amount of fees planned for that visit. 

Patient	Name of patient in the appointment book
Date	Date of appointment
Plan fees	If patient has a treatment plan and the items/treatment to be completed at this appointment are linked. If an appointment is not linked to a treatment plan or has no treatment plan, those patients will be included in the report with a plan fee of $0.00
Total for book	The name of the book and The total amount planned for the time period selected
Total	Overall total for all books selected.

Appointment Time Report

The Appointment Time report generates information based on the Arrived, Checked In and Checked Out times of each appointment for a selected date range.

The report is useful to practice managers, particularly as they can view the percentages of arrivals, overtime, providers running overtime and walk-ins. 

Appointment Requirements

For the report to generate the information required, you must always have selected the Arrived, Checked In and Checked Out times for the appointment.

1. Right click on appointment > Arrived, Checked In and Checked Out
    

Run the Report

1. Date: Select the period to base this report on
   
2. Location: Select the location or <Any Location > from the drop list if applicable
   
3. Group by Date: If multiple days are included in the report, tick this to divide each day
   
4. Show Summary only: When ticked, the report will show the overall data for the date range, not individual patient times
   
5. Appointment Books: Select the appointment books you wish to base this report on
   
6. Click OK
    

Report Details 

% of late  Arrivals	Percentage of all appts that have not been marked as Arrived within 5mins of the start time
% not seen on  time	Percentage of all appointments that Checked In after their appointment start time
% where Prv was  late	Percentage of all appointments that Checked Out after their appointment end time
% overtime	Percentage of all appointments that have a total duration that exceeds the booked time
Walk Ins  (within 2 hrs)	Count of all appointments attended that were booked within 2 hours of the appointment time
Average Wait  (min)	Average time patients had to wait for their appointments
Average Duration  (min)	Average time patient’s appointments went for
Total Wait  (min)	Total time patients had to wait for their appointments
Total Duration  (min)	Total time patient’s appointments went for

  

Status Report

The Status Report provides a count of appointments with a particular status in a period of time and the fees generated for items performed at this appointment.

For example, the number of Attended appointments last month. 

Report Requirements

Use Status Types in the appointment window. 

This is done during the creation of a new appointment or you can modify existing appointments.

Not all Status Types will be used at the initial creation of an appointment.

For example: 

• The Status C: Confirmed will not be used until the appointment is confirmed.
• The status L: Lab work needed, may be used and report printed so all lab work due can be checked for arrival or completion in time for patient appointment.
  

Run the Report

1. Date: Select the period to base this report on
   
2. Location: Select the location or <Any Location > from the drop list if applicable
   
3. Status: Select the Status to base this report on
   
4. Appointment Books: Select the appointment book/s to include in the report
   
5. Show Inactive Books: Tick to include books previously made inactive
   
6. Click OK
   

Report Details

Patient	Name of the patient that matches the requested criteria of the report
DOB	Date of birth
Phone	Contact phone number
Date	Date of appointment
Time	Time of appointment
Duration	Duration of appointment
Fees	Fees generated for items performed at this appointment

Status Report (Non-Financial)

Appointment Class Report

1. Click the navigation menu > Appointments
   
2. Right click in any appointment slot > Print > Appointment Class Report
   
1. Dates: Select the period to base this report on
   
2. Location: Select the location or <Any Location > from the drop list if applicable
   
3. Class: Select the Class to base this report on
   
4. Appointment Books: Select the appointment book/s to include in the report
   
1. Click SELECT ALL to auto select all books & DESELECT ALL to auto deselect all
   
5. Show Inactive Books: Tick to include books previously made inactive
   
6. Click OK
   

Patient	Name of the patient that matches the requested criteria of the report
DOB	The Date of Birth of the Patient
Phone	Patients Phone number
Date	The Date of the Appointment
Time	The Time of the Appointment
Duration	The Duration of the Appointment
Fees	The Fees generated for items performed on the date of the Appointment

Appointment Class Report (non- financial)

1. Click the navigation menu > Appointments
   
2. Right click in any appointment slot > Print > Appointment Class Report (non-financial)
   
1. Dates: Select the period to base this report on
   
2. Location: Select the location or <Any Location > from the drop list if applicable
   
3. Class: Select the Class to base this report on
   
1. Click SELECT ALL to auto select all classes & DESELECT ALL to auto deselect all
   
4. Appointment Books: Select the appointment book/s to include in the report
   
1. Click SELECT ALL to auto select all books & DESELECT ALL to auto deselect all
   
5. Show Inactive Books: Tick to include books previously made inactive
   
6. Click OK
   

Appointment Attended with No Treatment Recorded Report

• Appointments must have a Provider selected
  
  
• Appointments must be marked as Arrived
  
  

Run the Report

1. Click the navigation menu > Appointments
2. Right click in any slot > Print > Appointments attended with no treatment recorded
   
1. Date: Select the period to base this report on
   
2. Location: Select the location or <Any Location > from the drop list if applicable
3. Appointment Books: Select the Appointment Book/s to include
4. Providers: Select the providers to include
5. Click OK
   

   
   

Report Details

Patients will continue to appear on this report if attended, until treatment items are entered against their file for the same date as the appointment.