Pivot Table Definition - Schedule: Consult to Surgery Conversion

If you are not using treatment pathways, this table displays your consult conversion rates. For additional information, check out Pivot Tables - Defining the Elements.

Note:  This table does not give you monthly totals. It is designed to show a total over a period of time. You may select referral source/detail combinations as filters before you generate the table, but they do not show in the report results.

Initial Data Set

Any appointment on the schedule where the

  • Appointment Type has the "Consult" box checked AND
  • the appointment date (not create date) is in the date range AND
  • the appointment is checked in AND
  • the appointment is not deleted AND
  • the patient is not deleted

For the consult appointments above, any appointment where the

  • Appointment Type has the "Surgery" box checked AND
  • the consult appointment provider and the treatment appointment provider are the same AND
  • the appointment date (not create date) is after the consult appointment date AND
  • the appointment is not deleted

Filter Selection Before Generate

  • Appointment Date Range
  • Procedures of Interest
  • Referral Sources
  • Referral Details

Default Filters

  • Consult Appointment Type

Optional Filters

  • Provider
  • Facility

Report Results

Note: Days to Book = create date of treatment appointment minus the appointment date of consult appointment

  • # Consults = Count of consult appointments
  • Not Booked = Count of # Consults where there is no subsequent treatment appointment scheduled
  • % Booked = Not Booked divided by # Consults expressed as a %
  • # Booked = Count of # Consults where there is a subsequent treatment appointment scheduled
  • % Booked = Not Booked divided by # Consults expressed as a %
  • Same Day = Days to Book = 0
  • < = 1 Week = Days to Book < = 7
  • 2 Weeks = Days to Book > 7 AND <= 14
  • 3 Weeks = Days to Book > 14 AND <= 21
  • 4 Weeks = Days to Book > 21 AND <= 28
  • 2 Months = Days to Book > 28 AND <= 60
  • 3 Months = Days to Book > 61 AND <= 90
  • 6 Months = Days to Book > 91 AND <= 180
  • 9 Months = Days to Book > 181 AND <= 270
  • 12 Months = Days to Book > 270 AND <= 365
  • # Attended = Count of # Consults where the appointment is checked in
  • % Attended = # Attended divided by # Consults expressed as a %

Pivot Detail Fields

Patients | Registration / Billing, Patient Information Tab

  • Patient Name (Last, First Middle)
  • Patient Date of Birth
  • Patient Age
  • Patient Gender
  • Referral Source
  • Referral Detail

From the appointment(s)

  • Provider
  • Facility
  • Coordinator
  • Consult Appointment Type
  • Consult Appointment Date
  • Treatment (Surgery) Appointment Create Date
  • Treatment (Surgery) Appointment Date
  • Treatment (Surgery) Appointment Checked In
  • Days to Book