Non Actioned Appointments

Summary:

Appointments Within Your Date Range that have not been actioned.
A non actioned appointment is an appointment that has not been completed cancelled or DNA’d and they do not have an appointment in the future.

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.

Appt Date Range:

Date selection is mandatory. The report will pull through all non-actioned appointments between your date range.

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.

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.

Group By Business?

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

Note: If more than one grouping is selected they will stack one under another in the order they appear in the parameter section.

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

Date:

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

Time:

The time of the appointment

Client Name:

The full name of the client. This will be hyperlinked, which when clicked will open the client record in a new tab. If blank, there will be multiple clients linked.

Client Ref:

The client reference number

Location:

The Location the appointment is linked into

Practitioner:

The practitioner the appointment is linked to

Business:

The business the appointment is linked to. If none, it will say ‘Self Funder’

Status:

The current status of the appointment

If exporting the data into a CSV or Excel file, the grouping parameters should be ignored.