📝 Overview
The Appointments by Status report shows appointment activity within a selected date range, organized by appointment status. It gives you a structured view of how many appointments fell into each status — Completed, No Show, Cancelled, or any other status your office uses — broken down by provider and appointment type.
This report lives under the Appointments section in All Reports Beta.
To access this report, go to Reporting > All Reports Beta, select a location, and click Appointments By Status under the Appointments section.
📄 Summary vs. Detail
Summary (PHI — requires appropriate access)
Shows appointment counts grouped by provider, appointment type, and status
Best for a high-level view of appointment volume and status distribution across the selected date range
Available as PDF or CSV
Detail (PHI — requires appropriate access)
Shows individual appointment records with patient-level information
Best for identifying specific patients associated with a given appointment status — for example, pulling a list of patients who no-showed in a specific period
Available as PDF or CSV
✅ Which to use: Start with Summary for totals and volume overview. Use Detail when you need to see which specific appointments or patients are behind the numbers.
🔽 Report Filters
Filter | What It Does | Required? |
Start Date / End Date | Sets the date range for appointments to include — defaults to today | ✅ Required |
Appointment Type | Filter to one or more specific appointment types (defaults to all) | ❌ Optional |
Appointment Status | Filter to one or more appointment statuses (defaults to Completed) | ❌ Optional |
Calendar | Filter to one or more specific provider calendars (defaults to all) | ❌ Optional |
Export options: PDF and CSV
📋 Filter Details
📅 Start Date / End Date (Required)
Sets the date window for the report. Both default to today. Adjust to any date range you need — daily, weekly, monthly, or custom.
🗓️ Appointment Type (Optional)
Filter the report to one or more specific appointment types configured at your location. Defaults to all appointment types included. Use this filter when you want to focus on a specific type of visit — for example, only New Patient appointments or only Adjustment visits.
🔘 Appointment Status (Optional — Multi-Select)
Filter the report to one or more appointment statuses. Defaults to Completed. You can select multiple statuses at once.
Common statuses you may want to use:
Completed — appointments where the patient was seen (default)
No Show — appointments where the patient did not arrive
Cancelled — appointments that were cancelled before the visit
Scheduled — upcoming or unresolved appointments still on the calendar
📆 Calendar (Optional)
Filter the report to one or more specific provider calendars. Defaults to all calendars included. Use this filter when you want to see appointment activity for a specific provider or a specific room or resource calendar.
📊 What the Report Shows
Summary view includes:
Appointment counts organized by provider, appointment type, and status
Totals per provider and per status group
Best for answering: "How many appointments did each provider complete this week?" or "How many no-shows did we have this month?"
Detail view adds:
Individual appointment records with patient-identifying information
Specific appointment date and time
Associated provider and appointment type
Best for answering: "Which specific patients no-showed this month?" or "Who was on the schedule that day?"
💡 Common Use Cases
Daily or weekly visit counts — Run for a specific date range to see how many appointments were completed per provider — useful for production tracking and provider performance review
No-show and cancellation tracking — Filter to No Show or Cancelled status to see how many appointments were missed or cancelled in a period, and export the Detail to identify which patients were affected
New patient volume — Filter to a New Patient appointment type to see how many new patients came in during the selected period
Provider-specific review — Filter to a specific calendar to see only that provider's appointment activity
Schedule efficiency analysis — Run with all statuses selected to see how your scheduled appointments broke down between completed, no-showed, and cancelled — helps identify patterns in schedule utilization
❓ Common Questions
Can I select multiple appointment statuses at once? Yes — the Appointment Status filter is multi-select. Select as many statuses as you need and the report will organize the results accordingly.
Why does the report default to today's date? Both the start and end date default to today, making it easy to pull a quick daily summary without adjusting the date range. Change both dates to cover any custom window you need.
Why do my Appointments by Status totals not match what I see on the calendar? The report reflects appointments within the date range based on their recorded status in ChiroHD. If appointments were status-changed after the date range, or if there are calendar entries that are not tied to a patient record (such as blocked time or resource bookings), those may not appear the same way in the report as on the calendar. The appointment status at the time of the report run is what is captured.
Can I see appointment details for a specific patient? The Detail view shows individual appointment records with patient information, but it is not designed as a patient-level lookup tool. For a specific patient's appointment history, reviewing their profile directly is more efficient. Use the Detail view here when you need a structured list across multiple patients.
Can I filter to just one provider? Yes — use the Calendar filter to narrow results to a specific provider's calendar.
✅ Key Takeaways
Appointments by Status shows appointment activity organized by provider, appointment type, and status within a date range.
It lives under Appointments in All Reports Beta.
Both Summary and Detail are PHI-flagged and require appropriate access.
Both sub-types default to today's date and Completed status — adjust as needed.
The Appointment Status filter is multi-select — select as many statuses as needed.
Optional filters: Appointment Type, Appointment Status, and Calendar — all default to all included.
PDF and CSV are both available for both Summary and Detail.
📌 Conclusion
Appointments by Status gives you a clear, organized view of appointment activity in All Reports Beta. Whether you need a quick daily visit count, a monthly no-show analysis, or a provider-specific breakdown of schedule performance, this report covers it. The combination of Summary and Detail views, multi-status support, and provider calendar filtering makes it a flexible tool for understanding what is happening on your schedule.