It is often useful to know how many patients cancel, and their reasons for cancelling. You find this out from your Appointments Report.
Go to Reports> Appointments Section > Appointments Report
Use the filters to Select whether you want to filter by the date the appointment was meant to take place, or the appointment was booked. If you are unsure, use the "i for information" to select the correct filter.
Now select the Date range.
Use Location if you have more than one site
You will want to set the Status filter to Cancelled, or Did Not Attend
If you select Status Cancelled, a new box will appear - Cancellation Reason
Select the appropriate Cancellation Reason from the list
Select which Practitioner you want to look at the cancellations for, or select All
Select Future to see patients with or without future appointments booked
Keep the Patients filter as With Patients
The Reason filter applies to appointment reasons; Exam, Scale + Polish, etc.
Payment Plan filter refers to NHS, or Denplan, etc. Select All or the appropriate payment plan.
Booked by will filter by member of staff who booked the appointment
Booked Online will include those booked using the online Booking appointment facility, or you can exclude online bookings completely.
The Appointment Report Screen
After you have applied the filters, you will see your report showing your cancelled patients.
There may be a couple of images on the Report.
The pencil denotes an appointment booking note.
The lightning bolt indicates that the appointment was edited using the online booking appointment system.
If you wish, you can export the data from the Report to use it in a spreadsheet outside of Dentally. To do this, click on the Export button.
To learn more about the Appointments Report and how you might use it, we have a number of support information and tutorial webpages for you to refer to.