The Appointment Day Sheet by Appointment Type report lets you view, filter, and analyse your appointment book broken down by appointment type.
Navigate to this metric via Essential actions > Appointment day sheet
The sections in this article relating to this metric are:
Upcoming appointments by appointment type
The default view on this page will show all appointments for the past 14 days and the next 14 days. However, you can still use the filters to select specific dates.
This chart displays all appointments for the selected date range. Each colour represents a different appointment type, giving your practice a complete overview of workload distribution by appointment type.
TOP TIP! Use the filters to get a snapshot of an individual Practitioner's appointment breakdown over the selected timeframe you'd like to see, or filter by certain appointment types.
You can view all historical appointment data and look up to 1 month ahead.
Booked appointment count
The Booked appointment Count metric displays the total number of booked appointments for the selected date range.
List of upcoming appointments
This metric creates a complete list of booked appointments for the specified date range. The list is sorted by default in chronological order.
How to use this list:
Example: Filter by date (e.g. all patients seen in the last 10 days) and by appointment type (e.g. flu appointments in the last 7 days) to identify patients affected by an issue with a flu vaccine.
Example: Cold chain breach? Filter by appointment type to find the list of patients booked for vaccinations and call to rebook. Use the Patient Contacts feature to include the patient names into the list.