Use this metric to see what your appointment book looks like, broken down and filterable by appointment type!
Receptionists and Nurses can use this metric to
- Emergency Planning: Use this list to get an overview of the day's upcoming patient appointments. Quick access to upcoming patient appointments during power outages or emergencies. It helps you efficiently check vaccine bookings, contact patients for rescheduling, and send bulk SMS updates through your booking software.
- Managing Rescheduling: Use the filters to view appointments by type for easy rebooking or rescheduling if needed. You can also filter for upcoming appointments by Provider, to manage rescheduling in case of unexpected absences quickly.
Navigate to this metric: Clinic Optimisation tab > Appointment Optimisation > Appointment day sheet by appointment type.
The sections in this article relating to this metric are:
Understanding the metric
Upcoming appointment by appointment type and Booked appointment Count:
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 metric creates a chart of all appointments for the given date range. Each colour represents a different appointment type, allowing the practice a complete overview of the distribution of work based on appointment type.
Alongside the chart, it will show a complete count of all booked appointments for the specified date range. 
TOP TIP! Filter by Provider to view the appointment breakdown for a specific Provider over your selected time frame.
List of upcoming appointments:
This metric creates a complete list of booked appointments in the specified date range, which can be further manipulated to generate a list of bookings for a specific appointment type.
TOP TIP! You can now customise your tables to your practice preference! You can pin, hide, and search all via the patient table! For more in-depth detail on all the features available, click HERE.
Using this metric in your practice
Emergency Planning:
Filtering via date range to focus on today's appointments, allowing you to have all the patient information during any planned or unplanned power outages.
You will be able to print or export this list:
Managing Rescheduling:
Filtering to view appointments by type for easy rebooking or rescheduling. You can also filter for upcoming Provider appointments to manage rescheduling in case of unexpected absences quickly.
You can use your filters to filter by date, provider, role, or appointment type. Prioritise the appointments you wish to reschedule via your appointment type filter, e.g. Care Plans, Immunisations, etc.
You will see some preset options by clicking on the date range, or you may select dates manually using the calendar.
You can now look back at all historical days, and can look ahead 1 month!
TOP TIP! This list allows for a quick response should the need arise. Filter by date (e.g. all patients seen in the last 10 days) and by appointment type (e.g. flu appointments last 7 days) in the case of an issue with a flu vaccine given.