Description

Our Power BI – Cliniko Appointments Reports helps you stay on top of your scheduling with easy-to-make insights. Get visualized reports on appointment, capacity, terms and cancellation stats to make informed decisions. Streamline your appointment management processes with reliable data.

Includes information such as:

• Total Hours
• Last Year vs. This Year Charts
• Future Appointments
• Cancellation %
• Cancellation Notice
• PVA (Patient Value Average)
• New Customers

Understanding the reports.

The base report contains several tabs:

• Practitioners – Contains an overview of all practitioners in the organisation, by date. It contains practitioner metrics such as Number of Appointments, Revenue, Cancellation rates and Patience Value Averages.
• Practitioner – This report is more focused on the individual practitioner, and can be used to explore week-by-week data. It includes Appointments and Invoices.
• Appointments – A report of appointments which can be filtered by date, practitioner, category, and invoice status.
• Appointment Trends – Look at the year-on-year performance of appointments, enabling you to compare week by week on the previous year. It also allows you to look at the appointment hours by type.
• Invoices – A report of invoices, which can be filtered by date, practitioner and invoice status.

Measures and Calculations Reference

Field Name	Implemented*	Description
Week of Year		The number of the week, in relation to a year.
Start of Week		The date on which the specific week starts.
Revenue		Revenue generated from consultations excluding Goods and Services Tax (GST).
Product Revenue		Revenue generated from selling products excluding GST.
ACC invoice	No	The total invoice amount related to Accident Compensation Corporation (specific to countries like New Zealand).
# of ACC Appts	No	The number of appointments covered or related to ACC.
Appointments		The total number of appointments scheduled for the given period.
Average Revenue		The average revenue generated per appointment. This is calculated by dividing the total revenue by the number of appointments.
% Booked Online	No	The percentage of appointments that were booked online by patients.
DNA		Stands for “Did Not Attend”. The number of patients who didn’t show up for their scheduled appointments without prior cancellation.
NC		It could mean “Not Cleared”, possibly referring to unpaid invoices or appointments that were not completed.
Future Practitioner Appointments		The number of future appointments, with the same practitioner as the appointment
Cancelled Same Day		The number of appointments cancelled on the same day as the appointment.
# days worked	No	The number of days a practitioner worked during the week.
Hours reserved in a diary	No	The total hours that were reserved or blocked off in the appointment diary, irrespective of whether they were utilized.
Hours utilized	No	The total hours that were actually used or occupied by appointments.
PVA		Patient Visit Average. The average number of visits (appointments) per patient over a defined period.
Last Interaction		A patient’s last visit to the clinic.
Appt/Hr	No	Appointments per Hour. The average number of appointments scheduled per working hour.
Reb. %	No	Likely “Rebate Percentage”. The percentage of the total invoice that is covered or rebated, possibly by insurance or government programs.
DNA %		The percentage of patients who Did Not Attend their scheduled appointments without prior cancellation.
Cancellation %		Cancellation Percentage. The rate at which appointments were cancelled.
Utilization rate	No	The percentage of reserved hours that were actually utilized for appointments. Calculated as (Hours utilized / Hours reserved in diary) * 100.
Invoice (excl GST)		The total invoice amount excluding GST for services/products provided.
Revenue		The total revenue generated. This includes both consultation and product revenues.
Cost % of Revenue	No	The percentage of revenue that represents the costs or expenses. Indicates how much of the revenue goes towards covering operational costs.

*Fields and Measures that are not implemented are under consideration. 

Customising Reports

The reports can be customised by yourself by adding your visuals, calculations and metrics.  If you need assistance contact our team.