Add a new idea Subscribe
Status Future consideration
Categories Reporting
Created by Guest
Created on Dec 3, 2021

RELATED IDEAS

Report on group appointments as one unit

Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.
App Type Provider App
  • Attach files
      Drop here to upload
    • Guest
      Reply
      |       Nov 22, 2021
      I'd like to be able to view appointments by provider and status (kept, cancelled, etc). The Detailed Attendance report lists a record for each member of a couple or family, but I need it more simplified. Is there a way to pull reports based on how many kept appointments are on the calendar? I'm needing those couples/family sessions to be grouped into 1 record/count. I tried the Session Units report, but it lists no shows, late cancellations and standard cancellations, which I need to filter out. Also, I tried using the cancelled appointment report and it doesn't pull all cancelled appointments.