Pivot Table Definition - Appointment Count by Create Date

Looks at all the appointments added to the schedule (created) in the date range selected and counts by appointment type with Attendance metrics. Useful to see what was scheduled based on an event, or to monitor a user's productions. 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.

Initial Data Set

Any appointment on the schedule, regardless of status (e.g. Cancel, No-Show, etc.)

  • the create date of the appointment is in the date range

Filter Selection Before Generate

  • Appointment Create Date Range

Default Filters

  • Provider
  • Category (Consult, Procedure, Surgery, or Other)
  • Appointment Type

Optional Filters

  • Facility
  • Day of Week
  • Scheduled by User
  • Referral Source
  • Referral Detail

Report Results

  • Schedule = Count of appointments with appointment create date in date range
  • # Completed = Count of Schedule where appointment is checked in
  • % Completed = # Completed divided by Schedule expressed as a %
  • # Cancelled = Count of Schedule where appointment is cancelled
  • % Cancelled = # Cancelled divided by Schedule expressed as a %
  • # Rescheduled = Count of # Cancelled where appointment is rescheduled
  • % Rescheduled = # Rescheduled divided by # Cancelled expressed as a %
  • # No Show = Count of Schedule where appointment is marked as a No Show
  • % No Show = # No Show divided by Schedule expressed as a %
  • # Deleted = Count of Schedule where appointment is deleted
  • % Deleted = # Deleted divided by Schedule 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

  • Appointment Category
  • Appointment Type
  • Provider
  • Facility
  • Day of Week
  • Scheduled by User
  • Appointment Create Date
  • Appointment Date
  • Check-In Date (shows that appointment was "Completed")
  • Cancelled Date
  • Rescheduled Date