Kept Appointment Averages Report
Run the Kept Appointment Averages report to obtain a month-by-month profile of the actual and average number of kept appointments for any range of dates. You may run the report for one or more procedures, or select to include all procedures in the report. You can also choose to print for a specific orthodontist and/or office, or for all doctors and locations in your practice. The report includes a line chart of the actual kept appointments for each month included in your date range, compared with the average kept appointments for that month. Each month's calculations are also listed at the bottom of the report.
Kept Appointment Calculations - Appointments must be processed as Kept in order to be included on this report. See "Process Appointments" for details.
Open the Report
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Trend section, open the Kept Appointment Averages report. You can double-click the report name, or click Run at the top of the window to continue.(You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.
Report Settings
Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)
Start / End Dates - Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.
Trailing Avg Months - Enter the number of months to use to calculate each months' average amount. The report results could vary widely, depending on this value.
Procedure - Select one or more procedures (from your Appointment Procedure Types editor) to include on the report, or choose to include "All" procedures.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.
Specialty - If you have Edge Specialist, you can choose to include only records for a specific specialty, or include the records for all specialties in your practice.