The Appointment Workflow Compliance Report

Generate and interpret this report to track statistics on how well your practice has kept to the configured Appointment Workflow.

This report is part of the Practice Management category group and it has the following description: "Review number and percentage of appointments completing the required workflow with failures reported by workflow actions, users and patients."

Tip: Use the Preview feature for a quick on-screen view of the report.

Report requirements

• The report will only be displayed in the reports list when the Appointment Workflow feature is enabled.
• It requires an historical audit trail (actions by participants) for data.

Report features

It can be

• Set as a favourite for quick access.
• Scheduled.
• Previewed on the screen.
• Printed.
• Exported to .CSV format, which can then be viewed in spreadsheets such as Microsoft Excel.
• Emailed.
• Run per Location (if the practice uses Locations).