How to read and use Appointments reports in ClinicSense

Filtering Options

• Date Range: Specify a range of dates to generate the report.
• Practitioner: Filter appointments by the practitioner who fulfilled them.
• Service: Narrow down appointments by the service type.
• Appointment Status: Choose from options like all appointments, excluding cancellations & no-shows, canceled appointments, or no shows.
• Client Type: Filter appointments by client type, including all clients, new clients, or returning clients.

Data

When generated, the Appointments Report presents information in a table with the following format:

• Date: The date of the appointment. Clicking on the date of an appointment will open up the appointment page, allowing users to view or edit appointment details as needed
• Client: The name of the client associated with the appointment
• Practitioner: The practitioner responsible for fulfilling the appointment
• Service: The name of the service or session booked for the appointment
• Status: The status of the appointment, indicating whether it is:
  • Upcoming, which means the appointment is for a future date
  • Due, which means the appointment is in the past but hasn't been paid
  • Paid, which means the appointment is in the past and has been paid
  • Cancelled, which means the appointment was scheduled and then cancelled
  • No-Show, which means the appointment is in the past and the client didn't show up for it
• Total: The number of appointments in the given date range