📝 Overview
The Appointments tab in Simple Reporting shows a breakdown of appointment activity by appointment type and status for a selected date range. It is part of ChiroHD's legacy Simple Reporting tool, found separately from All Reports Beta.
To access this report, go to Reporting > Simple Reporting, then select the Appointments tab.
⚠️ Important: Visit statistics on this report are calculated using appointments — not charges. This is explicitly called out in the report itself and is an important distinction from the Practice Statistics tab in Simple Reporting, which calculates visit stats using charges instead.
📊 What the Report Shows
The Appointments tab displays a table broken down by appointment type, showing counts for each appointment status within your selected date range. The appointment statuses tracked include:
Scheduled
Confirmed
Arrived
Treated
Completed
Missed
Cancelled
Rescheduled
Each appointment type (such as New Patient, Adjustment, Re-Exam, etc.) gets its own row, with columns showing how many appointments of that type fell into each status during the date range.
Show Inactive toggle: The report includes a "show inactive" checkbox that lets you include or exclude inactive appointment types from the table. This is useful if your office has phased out certain appointment types but still wants historical visibility, or if you want to focus only on appointment types currently in active use.
🔽 Report Filters
Filter | What It Does |
Date Range | Sets the date window for appointment activity to include |
Show Inactive | Toggle to include or exclude inactive appointment types from the breakdown |
Export option: PDF (via the print button on the report)
⚠️ Why Numbers May Differ From Your Calendar
This report has a known limitation: the appointment counts and statistics shown here can be misleading or differ from what you see when looking directly at your calendar for the same date range.
A few reasons this can happen:
Appointments are counted based on their status at the time the report is run — if an appointment's status was changed after the date range you're reviewing, the report may not reflect the most current status
The report is based on appointments, not charges — so it will not align with revenue-based reports, and may not match patient flow data if appointments were modified, deleted, or rescheduled after the original date
Historical data caveats — because this is part of the legacy Simple Reporting tool, the underlying data structure may not handle certain edge cases (such as appointments moved across dates) the same way newer reports do
⚠️ Recommendation: For reliable, consistent appointment reporting, use the Appointments by Status report under All Reports Beta instead. It is built on more current reporting infrastructure and is less prone to the discrepancies seen in this legacy report.
💡 Common Use Cases
Quick appointment type breakdown — Get a fast view of how many appointments of each type fell into each status for a given period
Comparing scheduled vs. completed by type — Identify which appointment types have higher no-show or cancellation rates
Historical reference — For offices that have used Simple Reporting historically and want to compare against past reporting periods using the same tool
❓ Common Questions
Why don't my appointment numbers match what I see on the calendar? This report calculates appointment statistics based on appointment status as recorded in ChiroHD at the time the report runs — not a live mirror of the calendar. If appointments were rescheduled, modified, or had their status changed after the fact, the report may not align exactly with what you currently see on the calendar. This is a known limitation of this legacy report.
Why does this report say "calculated using appointments — not charges"? This is a direct distinction from the Practice Statistics tab in Simple Reporting, which calculates visit-related statistics based on charges added to the ledger. This Appointments tab instead counts based on the appointment record itself and its status — two different methods that can produce different totals for what might seem like the same metric.
Should I use this report or Appointments by Status in All Reports Beta? For day-to-day appointment reporting, Appointments by Status in All Reports Beta is the more reliable option. It produces more consistent results and offers more filtering flexibility, including filtering by provider calendar and exporting to CSV. This Simple Reporting tab is part of the legacy reporting tool and carries known limitations around accuracy for certain date ranges.
What does the "show inactive" toggle do? It controls whether appointment types that have been marked inactive in your settings are included in the report's breakdown. Toggle it on if you want to see historical data for appointment types your office no longer actively uses.
Can I export this report? Yes — use the print button on the report to generate a PDF.
✅ Key Takeaways
The Appointments tab in Simple Reporting calculates statistics based on appointments, not charges — this is explicitly noted in the report.
The report breaks down appointment counts by type and status: Scheduled, Confirmed, Arrived, Treated, Completed, Missed, Cancelled, and Rescheduled.
The show inactive toggle controls whether inactive appointment types are included.
⚠️ Numbers on this report can differ from your calendar view — this is a known limitation of the legacy Simple Reporting tool.
For more reliable and flexible appointment reporting, use Appointments by Status under All Reports Beta instead.
Export is available as PDF via the print button.
📌 Conclusion
The Appointments tab in Simple Reporting gives a type-and-status breakdown of appointment activity, but it comes with a known accuracy limitation that can make its numbers diverge from what you see on the calendar. Because it is part of ChiroHD's legacy reporting tool, it is best used for quick historical reference rather than as your primary source of appointment data. For day-to-day appointment reporting needs, the Appointments by Status report under All Reports Beta is the more dependable choice.