The Uncompleted patient appointments metric can be found via Essential actions > Billing actions > Missed billing opportunities > Uncompleted patient appointments
This set of metrics displays the number of appointments in the selected time frame which are not marked as completed in your appointment book.
The lists of appointments that are not completed are Patient uncompleted appointments and All uncompleted appointments; the latter of these includes both patient and non-patient appointments.
Patient uncompleted appointments
The patient uncompleted appointments metric shows a list of appointments where their status is not marked as completed in your appointment book.
An uncompleted appointment may indicate a missed billing opportunity. Reviewing this metric as part of your weekly administrative checks is an effective way to maximise billings for the work your practitioners are completing.
From a review perspective, you could use this metric for your administrative support team KPI's. Aim for a target of zero uncompleted appointments, or ask your admin team to escalate any uncompleted appointments — some may be unresolved due to practitioner-related reasons that prevented billing.
Read below in All uncompleted appointments on how to use these two powerful metrics in your practice.
TOP TIP! Use the filters to only show those appointments with a certain appointment status e.g. at billing to assist with prioritising which appointments to action first.
Start with the Green "At Billing" appointment status to catch anything not yet billed.
All uncompleted appointments
This metric includes all uncompleted appointments, including non-patient appointments. Non-patient appointments are those which are set up in Cubiko Settings as an appointment that does not take place with a patient e.g. Drug Rep or Other appointment types. Having these lists separate will allow you to prioritise the patient appointments first.
This metric works best alongside the Unbilled Appointments metric — the next set of metrics in the Missed billing opportunities cabinet. You can use both together to identify if there are any completed appointments that have an unbilled status. This will help you to identify user habits and tailor any further staff training to those members of your team who are missing these appointments.
Regularly reviewing uncompleted appointments helps protect your practice's revenue. These appointments have likely not followed the standard patient workflow and may never have been billed — meaning they represent lost billings without intervention.
TOP TIP! Ensure that you keep on top of this list and set it as a regular administration task, that reoccurs over a specific time period, so you can identify these quickly without going back over appointments you have already looked into e.g. set as a weekly task and always set the date filters to ‘last week’.