Deep Dive: Appointments Report

The Appointments report enables you to download details and records of appointments scheduled within the platform. Use this report to reconcile client appointments by provider, by location, and run analyses on appointment no-show rates, amongst other needs. 

In addition to the .csv file that you can generate, information relevant to Appointments will also display visually within Healthie. Learn more about the Appointments Report Dashboard. 

Accessing the Appointments Report

From your Healthie Dashboard, navigate to Reports > Appointments Report > Select the Date Range > Click the 'Download Report' button (top right) > Generated Reports

This will automatically generate the report within your Healthie Documents Library as a CSV file within the Generated Reports folder. You may open it directly from your computer, rename the file, relocate the file within your library or even delete the file. 

Fields that are included in this report: 

• Appointment Date
• Client Name 
• Client Email
• Client Timezone
• Client State
• Client Unique Healthie ID  
• Client Status (active or archived) 
• Client Attendance for Group Appointments (yes or no, if documented by the provider) 
• Client Date of Birth (if documented) 
• Client Primary Insurance (if documented) 
• Client Phone Number 
• Provider (client booked an appointment with)
• Scheduled By (ie. the wellness provider, another member of your organization, or your client) 
• Appointment Status (occurred, cancelled, no-show, rescheduled) 
• Date of Last Status Change
• Appointment Type
• Scheduled Length (time length scheduled for appointment)
• Actual Duration (of the appointment)
• Contact Type (in-person, video call, phone) 
• Location (if your organization hosts appointments in multiple locations) 
• Reason (for the appointment)
• Notes (any added notes by the provider within the appointment details) 
• Chart Note Written (yes or no) 
• Client's Current Group 
• Client's Diagnosis Code (if provider has documented one) 
• Scheduled at (the time the appointment was scheduled)
• Number of Times Rescheduled by Client
• Client Tags
• Charting Note "Locked" status (Yes/No) 
• Referring Physician Name and Contact Details (multiple columns if provided) 
• Legal Client Name
• Charting Note Signed
• Appointment ID
• CPT Codes Used

"Status" column

The status column indicates the final result of the appointment.

"Notes" Column

Notes that you write about each appointment will be generated as a text column in the Appointments Report

Length and Actual Duration

• Length: The intended, scheduled duration of the appointment
• Actual duration: A manually inputted field, that a provider can edit, around the *actual* status of an appointment. Note: In order for data to enter in this column, a member of your team must manually enter this information in, otherwise it will appear blank.