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View Appointment Scheduler screen. View Video, 13 min. 55 sec.

The seven deletion categories are:

  • Delete - with or without pasting.
  • Rescheduled (can paste) - Moving an appointment to another time slot, which was discussed in the previous section, can be a form of rescheduling. The Rescheduled deletion method will also allow pasting into an alternate time slot. You may want to use this option for patients who you suspect habitually reschedule.
  • No Show - The No Show category indicates the patient simply didn't show up for the appointment, and did not call with any explanation (Blah).
  • Cancellation - The Cancellation category indicates the patient called sufficiently ahead of time to allow the office to schedule someone else in their time slot (theoretically).
  • Last Minute Cancellation - With the Last Minute Cancellation the patient called to cancel, but the call came too late to schedule someone else in their time slot.
  • We Call (them) Back To Reschedule - With this category, the patient has called to cancel, but has indicated they want to reschedule, and prefer the office call them back at a later time to schedule the appointment.
  • They Call (us) Back To Reschedule - With this category, the patient has called to cancel, but has indicated they want to reschedule, and the patient will call back at a later time to reschedule.

Schedule Statistics
Click the Stats button on the upper right side of the Appointment Scheduler screen to open the Schedule Statistics screen. If the scheduler is in the “1 Provider/3 Day” mode, you will be asked to select a day by clicking one of the date buttons that are seen at the top of each column.  If you are in the “3 Provider/1 Day” mode you will be asked to select a provider. Column header buttons in this mode display provider names and you will click one of them.
The Schedule Statistics screen will then display showing totals for the selected provider and date. The statistics are comprised of three totals:

  • Total Patients scheduled
  • Total Minutes scheduled for those patients
  • Total Estimated Production for these patients

The Estimated Production is optional and depends on whether you had entered a value in that field when setting appointments in the Appointment Setter screen. Once the Schedule Statistics screen is open you are free to use the available options on the screen if you desire. You may change the date range, and provider settings. You may also limit the statistics to one or more particular Patient Types or Appointment Types. If you make any changes, be sure to press the Calculate button to display the new statistics.

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