Appointment Reporting

Overview

Efficient appointment management is a cornerstone of successful business operations. The Appointment Reporting feature in The Pediatric Experience gives you a complete view of your scheduling performance—helping you track bookings, monitor cancellations, analyze patterns, and optimize team resources.

1. Accessing the Appointment Report

1. From the left-hand menu, click Reporting.

2. At the top of the page, select Appointment Report.

2. Key Metrics & Charts

The Appointment Report includes several interactive charts and widgets designed to provide both high-level insights and detailed breakdowns:

• Numeric Charts by Appointment Status – View totals by status (booked, confirmed, cancelled, rescheduled, new, etc.).

• Top Performing Calendars – Identify which calendars have the highest booking volumes.

• Top 5 Users by Appointments – See which team members are securing the most appointments.

• Most Popular Appointment Days – Discover which days of the week generate the most bookings.

• Top 5 Calendars with Cancellations – Track where cancellations occur most frequently.

• Top 5 Calendars with Reschedules – Monitor calendars with the highest rescheduling rates.

3. Channel Insights

Gain visibility into appointment sources with channel breakdowns:

• Channel Donut Chart – Shows which booking sources (forms, calendars, inbound calls, etc.) drive the most appointments.

• Event Sync Appointments – Represents external calendar events (Google, Outlook, iCloud, Calendly) with at least one attendee synced into the system.

4. Detailed Appointment Lists

For granular analysis:

• Scroll to the bottom of the report for a detailed list view.

• Use the status dropdown to filter by booked, cancelled, rescheduled, or confirmed appointments.

• Click Columns to choose which data points display.

• Use the Export button to download results into a spreadsheet for further analysis.

5. Enhanced User Experience

Recent updates make reporting smoother and more efficient:

• Faster Load Times – API latency reduced by 80%, so reports load significantly faster.

• Improved Widget Design – Updated layouts for a more intuitive and visually cohesive experience.

6. Pro Tips

• Custom Dashboards – Add appointment widgets to build a tailored dashboard that focuses on your practice’s most important metrics.

• Optimize Resources – Use the Most Popular Days chart to staff effectively on high-volume days.

• Focus on Retention – Monitor cancellation and reschedule trends to identify process improvements and reduce patient drop-off.

7. Frequently Asked Questions

Q1: How do I access the Appointment Report?
Go to Reporting in the left-hand menu and select Appointment Report.

Q2: What are the benefits of the new bar charts?
They provide clear visual insights into top calendars, users, and booking days—making it easier to allocate resources and spot trends.

Q3: How does reduced API latency help?
It makes the Appointment Report load 80% faster, giving you near-instant access to your data.

Q4: Can I customize the Appointment Report?
Not directly, but you can build custom dashboards with appointment widgets for personalized reporting.

Q5: Why is channel information important?
It reveals which sources (forms, calls, calendars, etc.) drive the most bookings, allowing you to double down on the most effective channels.