Appointment reports

Five reports about the diary: who did not turn up, how the appointments resolved, who has nothing booked, and who is expected.

All five take the standard date range filter; all but the Appointment Schedule also take a provider filter. See how every report works for the common controls.

MIA Patient

The printable version of the Front Desk's MIA list — see Missed appointments.

Lists every appointment in the date range that was missed and has not yet been resolved: the patient was booked, did not arrive, and nobody has recorded what happened. Once staff resolve the appointment on the Front Desk it drops off this report.

Column	Shows
Appointment Date / Time	When the patient was expected
Chart, Patient, Type	Who, and their account type
Home, Work	Phone numbers, for the follow-up call

This is the one report with a Go button: choose the range and provider, then click Go to run it.

Work the list from the Front Desk if you can

The Front Desk's MIA tab does everything this report does and also lets you resolve each appointment as you reach the patient. Use the report when someone needs a printed call list.

Appointment Statistics

A breakdown of every appointment in the range by how it ended, with a count and a percentage of the total for each:

Status	Meaning
Completed	The patient came and was checked out
Signed-In	Signed in but not yet checked out
Walk-Ins	Seen without a prior appointment
Missed – No Action	Missed and still unresolved (the MIA list)
Missed	Resolved as a genuine no-show
Rescheduled	Resolved by booking another time
Staff Scheduling Error	Resolved as a booking mistake
Potential Appointments Closed	Online-booking requests that were closed

The percentage is of all appointments in the range for the chosen provider, so it is a quick read on the practice's no-show rate.

Missed Appointment

The resolved side of the story: appointments in the range that were resolved as Missed, Rescheduled or Staff Error, together with the action staff recorded when they resolved them.

Column	Shows
ProviderName, Name	Provider and patient
Appointment	The original appointment date and time
Type, Home, Work	Account type and phone numbers
Plan	What the appointment was for
Status	Missed, Rescheduled or Error
Action Taken	The staff action chosen at resolution, with its follow-up alert

Together with MIA Patient this accounts for every missed appointment: MIA Patient shows the ones still to deal with, Missed Appointment shows the ones already dealt with.

Without Appointment

Active patients whose last visit falls in the date range and who have no future appointment booked. In other words: patients you saw recently who have nothing scheduled — the recall list.

Column	Shows
Patient, Type	Who, and their account type
Home Phone, Work Phone, Cell Phone	How to reach them
Last Visit Date	When they were last seen

Read the date range as "last seen between"

The range filters on the patient's last visit, not on appointments. Set it to the period after which you would expect a patient to have rebooked — the last four to eight weeks, say — and the report becomes the list of people to call.

Patients whose record is not Active are excluded, so discharged patients do not appear.

Appointment Schedule

Every appointment in the date range, in time order — what the front desk prints at the start of the day, and what staff use for reminder calls.

Column	Shows
Date, Time, Provider	When and with whom
Chart, Patient, Type	Who
Home, Mobile, Work	Phone numbers
Plan	The appointment's remark and the procedures on its plan
Status	Open, signed in, completed, missed, and so on

There is no provider filter on this one; it lists every provider, sorted by time, so one printout covers the whole office.