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How do I create a list of all patients who cancelled their appointments using Dentally
How do I create a list of all patients who cancelled their appointments using Dentally

How to use the Appointments Report to see all patients who cancelled appointments in a specific time, and for a specific reason.

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago
Dentally Appointments Report icon

The Appointments Report allows you to see a list of all appointments that were cancelled between a set of dates. You can also filter by Cancellation Reason, including those you have set up in your Diary Settings.

Use filters to see the data you are looking for.

Filters

Set the filters on the left hand side of the Appointments Report :

Dentally Appointments Report Filters

The filters in the screenshot above will give you a list of all the patients whose appointments have been cancelled because the practice was closed.

  • Date - Appointment filters by the date the appointment was set to occur

  • Set the From and Until dates - N.B. You can select any dates to see the report on screen. If you want to Export the data, you will need to select 31 days and no more. If you wanted 3 months worth of data, you would need to select each month and export each month individually.

  • Select the Location if applicable

  • Set the Status to Cancelled

  • Now a new field - Cancellation Reason - appears. Set the Cancellation Reason. The Cancellation Reasons are taken from your Settings > Diary.

  • Set Future - to with or without a future appointment

Now that you have your list of patients, you can now contact them and make new appointments for them.

Appointments Report

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.

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