The Bookings feature of your Practice Admin is where we keep a record of all your bookings. You can review any upcoming or past appointments, export your bookings list and also print off a daily run sheet.
To access this page, navigate to the 'Bookings' tab in your Practice Admin and select 'Bookings'.
Here you will see a summary of your bookings for the current month as per the default. The total number of bookings is displayed on the screen as shown below with options to re-order these bookings in accordance with:
- The date of the appointment
- The date the appointment was booked
- First Name
- Last Name
To see a more detailed summary of a patient's booking, simply click on their name to see the expanded view. You can also use the arrows to move up and down to see the next booking.
How to Use Filters
Filters are a great way to customise your bookings result page to help with reconciling and reporting of your store as well as printing your daily Run Sheet.
To apply a filter, select the 'Apply Filters' button which will then open a number of filtering options for you to choose from.
Filtering by Dates
Your first option when filtering is to filter by either the month, a date range or for all of time - if you select to filter 'By range' please note that this will automatically take you to the current days bookings.
Filtering by Patient Name
Using the 'Patient name' box, you can quickly search for a patient by their first, last or full name. This is great feature for when you have a patient come in or call wanting to cancel or reschedule their appointment.
Please Note: Be sure you have the appropriate date filtering selected before searching! You can also see the patient's booking history by searching for their name and selecting the 'All time' date filtering view.
Filtering by Advanced Options
After you have chosen your date range or entered in a patient's name, you have the option to narrow down your list even further by the following filters.
- Your web plugin - bookings made on your website.
- Healthengine network - bookings made on the Healthengine marketplace
- Practice - bookings made by your staff or anyone who has access to Practice Admin.
Please Note: Be sure to filter out your cancelled appointments before printing off your run sheet. Alternatively, you can create a follow-up call list by showing only cancelled appointments.
This is a great way to see how many new and returning patients are booking online with your store.
Please Note: These results rely on the patient and staff selecting the correct option at the time of booking.
This filtering option is for patient's who have filled out necessary forms for your store such as pre-screening forms or new patient forms.
Once you have applied your filters, select 'Apply filter' at the bottom and allow a few moments for your filters to be applied to your booking results page.
Exporting your Booking List via CSV
To export your bookings list as a CSV, click the 'Export to CSV' button located at the top of your Bookings feature page. This will generate a CSV file that will download straight to your computer - you can find this file in your downloads folder.
Please Note: Use the filter options before exporting the CSV to reduce the size - large files may take longer to load or cause errors.
To find out how to print a Run Sheet, check out our Help Centre article How to download a Run Sheet.
If you require any assistance with applying filters, reach out to our friendly Support Team via chat, phone or email firstname.lastname@example.org