In the self-scheduling sectionworkflow, additional filter options are available, allowing filtering by location and calendar.
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Once these additional filters are applied, the metric metrics will be displayed based on the selected criteria of location and calendar.
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Appointments by location
This section displays the number of appointments scheduled at each location, presented in two formats: a pie chart illustrating the distribution in percentages, and a bar chart depicting the actual counts.
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Appointment by calendar
In this area, you can view the total appointments scheduled for each calendar, showcased through two different graphical representations: a pie chart that shows the percentage breakdown and a bar chart that indicates the specific number of appointments.
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Appointment by appointment type
The pie chart will show the percentage of appointments per appointment type, that were scheduled via the self-scheduler.
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Appointments by provider
Here we can see the percentage of appointments, per provider, that were scheduled via the self-scheduler, if it’s undefined, this means no appointment was scheduled for a specific provider, rather, Holly selected one for the patient.
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Leads vs new appointments
Out of the total of the scheduled appointments via self-scheduling, this will show the percentage that corresponds to New appointments and the amount of leads.
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Appointments by period
This will show the appointments scheduled within the time frame selected in filters.
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