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Detailed Booking History Report
1. This will give you a break down of every appointment action that has occurred. Such as bookings, reschedules, cancellations and no shows. This should be your first stop when it comes to reviewing appointment history.
Log in via web
Go to appointments
Click on the wrench icon
Choose "Booking History"
Choose the time frame
Select export or download to excel
Once on excel you can sort and filter
Number of Bookings by Service Report
2. This will give you a breakdown of how many times a service has been booked during a time period. This is great to help with forecasting and resource planning.
Login via web
Go to Business Insights
Click on Appointments
Click on Create Report
Choose the time frame
Now, you will see the number of bookings that occurred for that service.
Number of Bookings Per Provider
3. This will give you a breakdown of how many times a provider has been booked during a time period. This is great to help with forecasting and resource planning.
Login via web
Go to Business Insights
Click on Appointments
Click on Create Report
Choose Booked Appointments report per provider
Choose the time frame
Choose all providers or a specific one
Number of Bookings Per Clinic
4. This will give you a breakdown of how many times a service has been booked during a time period for a specific clinic. This is great to help with forecasting and resource planning.
Login via web
Go to Business Insights
Click on Appointments
Click on Create Report
Choose Booked Appointments report per clinic
Choose the time frame
Choose all clinics or a specific one
New Patients This Month
5. This report provides data based on the procedure date for new patients within the current month. It’s a great way to identify brand-new patients and connect with them through an email campaign—perfect for inviting them back in for a follow-up visit
Login via web
Go to Business Insights
Patients
Create Report
New Patients This Month
Choose the Month and Hit Save
-- This report is based on Procedure Date
Returning Patients This Month
6. This report will give you data based on the procedure date for returning patients within the current month.
Login via web
Go to Business Insights
Patients
Create Report
Returning Patients This Month
Choose the Month and Hit Save
-- This report is based on Procedure Date
Patient has not visited in X Days
7. This report will give you data based on patients that have not had a procedure recorded within the chosen time frame of days.
Login via web
Go to Business Insights
Patients
Create Report
Patient has not visited in X days
Choose the time frame and hit save
-- This report is based on Procedure Date
Average Number of Visits
8. This report will give you data based on the average number of visits during a time period.
Go to Business Insights
Patients
Create Report
Average # of visits per month
Choose the time frame and hit save
