Pre Paid Appointments

Summary:

Lists all pre paid appointments within your date range.
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Parameters

Location Status:

As default it will only display data for Active & View Only locations. To see 'All' this will need to be selected

Location:

Leave blank to show data for all locations from the setting above. For example, if no locations are selected it will look for all 'Active & View Only’ locations as shown above.

Practitioner Status:

Defaults to ‘Full Time & Pay G’ practitioners. If you need to see disabled practitioners ‘All’ should be selected

Practitioner(s):

Leave blank to pull through all the practitioners from the setting above. Otherwise select as many practitioners on the drop list as needed.

Appointment Date Range:

Date selection is mandatory. The report will pull through all appointments linked to a payment in your date range.

Group By Location?

Separates the data into location groupings, with totals per location at the bottom of each group

Group By Practitioner?

Separates the data by practitioner, with totals per practitioner at the bottom of each group.

Once you submit your parameters you can save this as a preset by pressing save at the top right-hand side of the report.

Columns

Location:

The Location the appointment is linked into

Practitioner:

The practitioner the appointment is linked to

Client Name:

The full name of the client. This will be hyperlinked, which when clicked will open the client record in a new tab.

Appt Date:

The date of the appointment. This will be hyperlinked, which when clicked will open the appointment/ class window

Treatment Type:

The stock description linked to the appointment

Appointment Status:

Booked/ Arrived / Completed/DNA/ Cancelled

Cancellation Reason:

If a cancellation reason is provided. It will display here.

Booking Method:

How the appointment was booked into the diary

Booked By:

The user that booked the appointment

PrePayment Status:

Payment Status of the prepayment

If exporting the data into a CSV or Excel file, please select the Export View parameter