The Drop-Offs tab in My Dashboard helps Practitioners identify patients who haven't booked another appointment after their last visit. You can review your drop-off list, see when patients were last seen, check follow-up status, and export the list.
The Drop-Offs tab is available to Practitioners and displays their patients.
How It Works
A patient appears in your Drop-Offs tab when they haven't scheduled another appointment within the selected date range after their last visit with you.
The list is based on the patient's appointment history and includes:
- Patient: The patient's last name and first name
- First Appointment: The date of the patient's first appointment
- Last Appointment: The date of the patient's most recent appointment
- Total Visits: The total number of visits the patient has had
- Drop-Off Age: The number of days since the patient's last appointment
- Follow-Up: Indicates whether a follow-up has been assigned to the patient
To see your drop-off patients:
- Go to My Dashboard
- Select the Drop-Offs tab
Key Behaviours
Date Range
Use the date selector to choose the time period you want to view.
You can select a pre-defined date range or select Custom Range to enter your own dates.
Sorting
Click a column heading to sort the list by that field.
Patient
Sorts the list alphabetically by last name
First Appointment
Sorts by the date of the patient's first appointment, from earliest to most recent or most recent to earliest.
Last Appointment
Sorts by the date of the patient's last appointment, from earliest to most recent or most recent to earliest.
Total Visits
Sorts by the number of visits, from highest to lowest or lowest to highest.
Drop-Off Age
Sorts by the number of days since the patient's last appointment, from lowest to highest.
Follow-Up
Use the Follow-Up option to filter the list by follow-up status.
- X indicates a Follow-Up does not exist
Customizing Drop-Offs
You can customize the Drop-Offs list to show patients based on active complaints.
Select the settings icon to access these options:
- Drop-offs based on Patient Complaints
- Shows drop-off patients who have an active complaint.
- Complaints based on Treating Practitioner
- Shows drop-off patients who have an active complaint where you are the Treating Practitioner.
To customize the list:
- Click the settings icon
Select the the option(s) you want to apply
Exporting the List
You can export your Drop-Offs list in several formats.
- Click Export to Excel to download the list as an Excel file
- Click the down arrow to view additional export options:
- Excel Detailed
PDF