Changes the grouping display within the chart's legends.

• Appointment Status (Consolidated)

  • Will consolidate appointment statuses so that all past non-cancelled appointments are considered completed.

    Open

    

• Appointment Status (Detailed)

  • Displays all different types of appointment status, regardless of if they are past

    Open

    

• Appointment Type

  • Open

    

• Sales Opportunity

  • Will mark appointments by if they are sales opportunities or not
    
    

    Open

    

Filters for appointment status. Base value will exclude inactive appointment types.

Set how close a sale must be to be considered a closed opportunity

Filters for appointment type. This will include inactive appointment types for historical usage

Filters for appointments with or without patients

Filter to only use Sales Opportunity / Aidable Loss appointments in the closing rate calculations.

This will only effect the closing rate percentage.

Number of appointments matching the filters above

Number of appointments that are for patients with aidable loss (IE not NR / Normal) AND match the filters above

Number of appointments that are marked as sales opportunities AND match the filters above

Number of appointments that are for patients with aidable loss (IE not NR / Normal), are marked as sales opportunities AND match the filters above

Closing Rate Percentage (Closed appointments / Possible opportunities) based off the filters above

Number of unique patients that were seen based off the filters above

Number of appointments that were booked online based off the filters above

Displays appointments split by date. Group by controls the legend.

Displays appointments split by provider. Group by controls the legend.

Displays appointments split by appointment type. Group by controls the legend.