The Appointments report enables you to download details and records of appointments scheduled within the platform. Use this report to reconcile client appointments by provider, by location, and run analyses on appointment no-show rates, amongst other needs.
In addition to the .csv file that you can generate, information relevant to Appointments will also be displayed visually within Ruh Care.
Accessing the Appointments Report
From your Ruh Care Dashboard, navigate to Reports > Appointments Report > Select the Date Range > Click the 'Download Report' button (top right) > Generated Reports
This will automatically generate the report within your Ruh Care Documents Library as a CSV file within the Generated Reports folder. You may open it directly from your computer, rename the file, relocate the file within your library, or even delete the file.
Fields that are included in this report:
Appointment date
Appointment type
Client name
Client unique Ruh Care ID number
Client status (active or archived)
Client date of birth (if documented)
Client primary insurance (if documented)
Client phone number
Provider client booked an appointment with
The person who booked the appointment (ie. the therapist, another member of Ruh, or your client)
Appointment status (occurred, canceled, no-show, rescheduled)
Client attendance for group appointments (yes or no, if documented by the provider)
Scheduled length of time for appointment
Actual duration of appointment
Contact type (video call, phone)
Reason that client booked the appointment
Notes (any added notes by the provider within the appointment details)
Whether a chart note was written (yes or no)
Client's group
Client Tags
Client's diagnosis code (if provider has documented one)
Time the appointment was scheduled
Referring provider name and contact details (if provided)
Charting Note "Locked" status (Yes/No)
"Status" column
The status column indicates the final result of the appointment.
"Notes" Column
Notes that you write about each appointment will be generated as a text column in the Appointments Report
Length and Actual Duration
Length: The intended, scheduled duration of the appointment
Actual duration: A manually inputted field, that a provider can edit, around the actual status of an appointment.
Note: In order for data to be entered in this column, you must manually enter this information in, otherwise it will appear blank.
Quick tips
Use the report to analyze appointment trends and client activity.
Customize the date range to fit your analysis needs.