The Same Day Appointments report identifies the number of time slots have been reserved in a 5-day reporting period for same day appointments for the selected provider and location. The report relies on the practice reserving time slots using the system-provided HOLD_FOR_SAME_DAY appointment type.
- On the menu bar, click Admin and then click Calendar Appointment Types
- Configure one or more HOLD_FOR_SAME_DAY appointments
- Color-code the appointments for easy staff recognition (optional)
- Schedule recurring HOLD_FOR_SAME_DAY appointments for each individual time slot to be reserved
- These reserved time slots will be counted in the report
NOTE: The report counts the number of reserved time slots, but not the total amount of reserved time.
Reserving the time slots for same day appointments is all that is required for the report to count the time slots. In the screen captures above, each provider would be credited for two time slots that were held for same day appointments. However, there are important scenarios that could affect the reported number. These are outlined below.
- If the reserved slot is eventually booked on that same day, the time slot is still counted
- If the reserved slot is booked AFTER 3:00PM the prior day, the time slot is still counted
- If the reserved slot is booked BEFORE 3:00PM the prior day, the time slot’s HOLD FOR SAME DAY status is nullified and is not counted
- Ad hoc same day appointments that are scheduled in any time slot other than the HOLD FOR SAME DAY slot are not counted
