Appointments Reporting

Appointment Reporting App (5.21)

The Appointment Reporting App has been developed to enable you to analyse your appointment data from both a clinician and patient perspective. This involves assessing historic data as well as future data for a number of purposes including:

  • Assisting with future appointments planning, eg to allow you to match capacity to demand.
  • Monitoring patient usage of appointments to enable you to assess if your service is meeting patient needs.
  • Improving the service that you offer to patients:

The following Reports are available from the Appointments Reporting App:

To run an Appointment report:

  1. From Apps Controller , select System Utilities .
  2. Select Appointment Reporting to display the Appointments Reporting app.
  3. Within the Explorer section, select on the report you require.
  4. The Parameters & Sorting section is updated, select the criteria you require, see Parameters and Sorting Options for details.
  5. The Output section is updated. There are three different types of output, depending on the report selected, select the output you require:
    • Spreadsheet - A standard spreadsheet is created. You can update the spreadsheet and then either save or print as required.
    • Report - A simple printable report containing the data requested.
    • Chart - A printable bar chart of the data you have selected.
  1. Select Submit to run the report.

Other options available:

Reset - Reloads the default settings for whichever report is selected
Cancel - Stops the generation of the requested report
Patient Group - Allows you to create a group out of the report results

All the following option are available depending on the report selected:

Find - To find and select specific text within the report
Save - To save the report
Print - To view the printer set up and then print
Quick print - To print the report to your predetermined printer
Undo - To undo the last change you made to the report
Redo - To redo an undo
Zoom Out
Zoom In
Display the report at 100%
Align text left - To display text to the left of the designated field
Customise - To resize the print
Page Setup - To set up the page

Header and Footer - Allows you to add a header and/or footer
Scale - Allows you to change the printed scale
Hand Tool

Magnifier

Each available report has a combination of the following criteria to select from:

Clinicians - Select the arrows to expand the sections and then tick the clinician(s) required and select OK.
Slot Types - Select the arrows to expand the sections and then tick the slot type(s) required and select OK.
Date Range - A date range must be specified, select the start and end dates you wish to report on and select OK.
Time Frame - Select either Week, Month or Year from the pull down list and then select within the time frame required and select OK.
Patients - Select from All Patients, A Patient Group which then offers the Groups or Clinical Audit Search Browser or An Individual Patient which displays the usual Vision Select Patient screen.
Maximum consultation length - Enter the maximum length, in minutes, of the consultations you want included. This allows you to exclude unusually long consultations from the Consultation Length report.
Order By - Select from the available options (different for each report).
Session - Select the session you require by selecting the date of the session and then the session you wish to report on and select OK.

 

The Allocated slots report, reports on the number of allocated slots per clinician as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Clinicians
  • Slot Types
  • Date Range

The available Output options for this report are:

  • Spreadsheet

The Appointments per Clinician report, reports on the number of appointments booked per clinician as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Clinicians
  • Slot Types
  • Date Range

The available Output options for this report are:

  • Spreadsheet

The Appointments per Patient report, reports on the number of appointments booked by a patient as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Patients
  • Slot Types
  • Date Range

The available Output options for this report are:

  • Spreadsheet
  • Report
  • Chart

The Booking - Average Waiting Time report, reports on when the third available appointment slot for each clinician is as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Clinicians
  • Slot Types

The available Output options for this report are:

  • Spreadsheet
  • Report

The Check in - Average Waiting Time report, reports on the waiting times from the appointments scheduled start as per the selections you make in the Parameters and Sorting section.

Note - To avoid the results of this report being skewed, patients that arrive late to an appointment are excluded from this report.

The available options within Parameters and Sorting are:

  • Clinicians
  • Slot Types
  • Time Frame

The available Output options for this report are:

  • Spreadsheet

The Consultation Length report, reports on the average consultation length as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Clinicians
  • Slot Types
  • Time Frame
  • Maximum consultation length

The available Output options for this report are:

  • Spreadsheet

The DNA (Did Not Attend) report, reports on the number of DNA's per patient as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Patients
  • Slot Types
  • Date Range
  • Order By

The available Output options for this report are:

  • Spreadsheet
  • Report
  • Chart

The Free Slots report, reports on the number of free slots per clinician as per the selections you make in the Parameters and Sorting section.

The available options within Parameters and Sorting are:

  • Clinicians
  • Slot Types
  • Time Frame

The available Output options for this report are:

  • Spreadsheet

The Sessions Patient List report, enables you to create a spreadsheet of the patients in a session which is the initial step in generating a patient group from the session list. Please refer to Patient Group Import for further details on creating a patient group from a spreadsheet

The available options within Parameters and Sorting are:

  • Sessions

The available Output options for this report are:

  • Spreadsheet
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.