Pivot Table Definition - Schedule: Treatment Retention

You may track your treatment appointments to make sure that a retreatment is scheduled. For additional information, check out Pivot Tables - Defining the Elements.

Initial Data Set

Any appointment on the schedule where the

• Appointment Type has the "Procedure" 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 Procedure appointments above, any appointment where the

• Appointment Type has the "Procedure" box checked AND
• the appointment date (not create date) is after the consult appointment date AND
• the appointment is not cancelled
• the appointment is not deleted

Filter Selection Before Generate

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

Default Filters

• Provider
• Procedure Appointment Type

Optional Filters

• Facility

Report Results

By Month

• # Patients = Count of procedure appointments
• Not Booked = Count of # Patients where there is no subsequent procedure appointment scheduled
• # Booked = Count of # Patients where there is a subsequent procedure appointment scheduled
• % Booked = Not Booked divided by # Patients 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 original appointment

• Provider
• Facility
• Procedures of Interest
• Original Appointment Type
• OriginalAppointment Date
• Retreatment Appointment Type
• Retreatment Appointment Date
• Rebooked