Appointment Reporting and Analytics

The appointment reporting dashboard gives you operational insight into clinic utilisation, attendance patterns, and notification delivery.

How to Get There

Navigate to Reporting > Appointments from the top navigation.

Overview Tab

The default view shows key metrics for the last 30 days:

• Appointments - total appointments in the period
• DNA Rate - percentage of patients who did not attend, with the count shown
• Upcoming - appointments in the next 7 days
• Unique Patients Seen - distinct patients with completed appointments

Below the metrics, three charts provide visual breakdowns:

• Appointments Per Day - a bar chart showing daily volume
• Appointments by Type - a horizontal bar chart comparing appointment types
• Appointments by Clinician - which clinicians have the most appointments

Clinician Performance Table

At the bottom of the Overview, a table shows per-clinician statistics:

Column	Description
Clinician	Clinician name
Appointments	Total appointments
DNA	Number of no-shows (highlighted in red if greater than zero)
Completion Rate	Percentage of appointments completed

Appointments Tab

A full data table of all appointments with filters for:

• Clinician, Location, Appointment Type
• Date range and Status

Columns are customisable and the data can be sorted and paginated.

Notifications Tab

A log of all appointment notifications showing delivery status, channel (Email or SMS), trigger event, and timestamp. Use this to troubleshoot failed notifications.

Online Booking Tab

Links to the Online Booking Analytics view with conversion funnels and session recordings.

Tip: Check the DNA Rate regularly. A high rate may indicate issues with appointment reminders or scheduling practices.

Filtering by billing state

The Appointments report has a Billing filter and a Billing column, for chasing money against appointments.

• Has an unpaid invoice - your chase list. The Invoices column lists each invoice on the appointment separately, with its own amount and status, so you can see exactly which one to chase rather than a single summarised figure.
• No invoice - appointments that were never invoiced. Useful for finding work that was delivered but never billed.
• Has a paid invoice - appointments already settled.

Leave the filter unset to list every appointment with its billing state shown in the column. The filter is applied on the server, so it stays quick over a long period.