The Appointment Summary provides a real-time snapshot of your practice’s scheduling and visit activity within the selected date range. It breaks down total appointments into key categories such as Completed, Cancelled, Missed, Rescheduled, Care Plans Converted (CP Converted), and Walk-Ins.
This summary helps you quickly evaluate how efficiently your schedule is being managed, how consistently patients are following through with appointments, and where you might be losing opportunities for care or revenue.
Appointments are the heartbeat of a chiropractic practice — they drive both patient outcomes and business performance. By monitoring this data, you gain insight into the effectiveness of your front desk processes, patient engagement, and care plan adherence.
A balanced appointment flow with low missed/cancelled rates indicates operational health and strong patient retention. Conversely, high missed or cancelled percentages can reveal gaps in scheduling, communication, or follow-up procedures.
A high percentage of Missed or Cancelled appointments may signal issues with appointment reminders, patient commitment, or front desk confirmation workflows.
Compare “Total Appointments” against “Completed” and “Rescheduled” to see how effectively the practice maintains schedule continuity.
Completed appointments reflect patients who are compliant and progressing through care.
Walk-ins can be an opportunity to convert new patients or casual visits into long-term care plans (watch your CP Converted metric).
Low conversion rates may indicate a need for better care plan discussions during or after visits.
Every missed or cancelled appointment represents lost potential revenue and reduced provider utilization.
Monitoring these metrics helps you quantify and minimize the financial impact of no-shows and same-day cancellations.
Utilize these KPIs during staff reviews and team meetings.
A high reschedule rate can indicate effective patient recovery strategies; a low one might suggest that your team isn’t consistently offering rescheduling options.
Review Weekly: Identify early patterns (e.g., more no-shows on Mondays).
Set Benchmarks: Aim for <10% cancellations, <15% missed, and >70% completion.
Take Action: Create reminder protocols, automate text confirmations, and train your front desk to always offer a next appointment before checkout.
Pair It With Other KPIs: Use alongside “No Future Appointments Scheduled” and “Appointment Efficiency Overview” for a complete picture of scheduling health.