Skip to main content
New Patient Scheduler Reports

Search your NPS appointments by date range, export data to share or print

Ava avatar
Written by Ava
Updated over 3 years ago

Once you've gotten some appointments through the NPS, you can start to track your success with reports.

Click on the number next to the New Patient Scheduler title to open reports:

(Click photos to enlarge if viewing in the article. If viewing from the messenger, right-click >> "Open Image in a new tab" to see them full-sized)

By default, Reports will open to a list of all scheduled appointments in the last 90 days.

However, you can also view the number of appointments scheduled online in the last 30 or 60 days, or run a custom search within a specific date range:

Info available in reports: patient name, phone number, lead source, and the date the appointment was submitted.

If you want to export any of this data, click the blue "Download CSV" button (bottom right corner) to create a spreadsheet with the current search results.

Did this answer your question?