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16.3.1 Creating an Appointment Cancellation Report

 

Open a dialog box for an Appointment Cancellation Report.

 

  • 1. Click the Reporting icon  in the ICE Health menu bar.
  • 2. Under the Appointments heading, click Appointment Cancellation Report.

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Choose your options for the Appointment Cancellation report.

 

  • 1. Click to choose the beginning and ending for the report Date Range.

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  • 2. Click to type the least number of Total Cancellations for the report.
  • 3. Click to type the least number of Total Strikes for the report.
  • 4. Click the Reasons pull-down menu and then click to choose a cancellation reason. Alternatively, click to include All Reasons in the report.
  • 5. Click an option button to choose either a Summary or a Detailed report view.

 

Choose the patients for the search, as well as any additional patient registration data that you would like to include in the report.

 

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  • 2. Alternatively, click the Customize Patient Search tab.

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  • 3. Click boxes to select or de-select fields under the heading Include In Results. To include all fields in the report, click All.
  • 4. Click boxes to select or de-select fields under the heading Search On. Patient data that fit these selected fields are the basis for the search.
  • 5. Selecting a search field opens a text box or drop-down menu with more options. Click to choose any additional options for each applicable search field.

 

Click an option button at the bottom left-hand corner of the dialog box to choose whether to view the report On Screen, as an Excel file, or as a Printable report.

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Search and view the report.

 

  • 1. To run the report, click Search. The report will open in a new window, listing the patient results that fit the selected search requirements.
  • A Detailed report includes the Appointment Date / Time and Type, as well as the Reason for cancellation and any Cancellation Notes. Also, any other fields chosen in Step  will be included in the report.

  • A Summary report includes the Total number of cancellations and the number of Strikes for each patient, in addition to any fields chosen in Step .

  • 2. Click any of the column headings to flip the order that the information is displayed.
  • 3. At the top right of the window, click to view an Excel or Printable version of the report.
  • 4. Click the close icon  at the top right of the window to close the report.
  • 5. Click Close to return to the Reporting module.