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Tasks","\u002Fen\u002Fcalendar\u002Fsidebar-workflows","en\u002F1.calendar\u002F5.sidebar-workflows",{"title":31,"path":32,"stem":33},"Visit Details","\u002Fen\u002Fcalendar\u002Fvisit-details","en\u002F1.calendar\u002F6.visit-details",{"title":35,"path":36,"stem":37},"Navigation & Filters","\u002Fen\u002Fcalendar\u002Fviews-filters-and-printing","en\u002F1.calendar\u002F7.views-filters-and-printing",{"title":39,"path":40,"stem":41},"Calendar Notes","\u002Fen\u002Fcalendar\u002Fnotes-and-patient-notes","en\u002F1.calendar\u002F8.notes-and-patient-notes",{"title":43,"path":44,"stem":45},"Access & Troubleshooting","\u002Fen\u002Fcalendar\u002Fpermissions-and-troubleshooting","en\u002F1.calendar\u002F9.permissions-and-troubleshooting",{"title":47,"path":48,"stem":49,"children":50},"Automation","\u002Fen\u002Fautomation","en\u002F10.automation\u002Findex",[51,52,56],{"title":47,"path":48,"stem":49},{"title":53,"path":54,"stem":55},"Automation 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Analysis","\u002Fen\u002Freports\u002Ffinances","en\u002F11.reports\u002F4.finances",{"title":83,"path":84,"stem":85},"Inventory Performance Report","\u002Fen\u002Freports\u002Finventory","en\u002F11.reports\u002F5.inventory",{"title":87,"path":88,"stem":89},"Doctor Performance Report","\u002Fen\u002Freports\u002Fdoctors","en\u002F11.reports\u002F6.doctors",{"title":91,"path":92,"stem":93},"Provider Salary Report","\u002Fen\u002Freports\u002Fsalaries","en\u002F11.reports\u002F7.salaries",{"title":95,"path":96,"stem":97,"children":98},"Settings","\u002Fen\u002Fsettings","en\u002F12.settings\u002Findex",[99,100,104,108,112,116,120,124],{"title":95,"path":96,"stem":97},{"title":101,"path":102,"stem":103},"Consent Forms Settings","\u002Fen\u002Fsettings\u002Fconsent-forms","en\u002F12.settings\u002F1.consent-forms",{"title":105,"path":106,"stem":107},"Clinical Notes \u002F Exams","\u002Fen\u002Fsettings\u002Fclinical-notes","en\u002F12.settings\u002F2.clinical-notes",{"title":109,"path":110,"stem":111},"Notifications","\u002Fen\u002Fsettings\u002Fnotifications","en\u002F12.settings\u002F3.notifications",{"title":113,"path":114,"stem":115},"Procedure Settings","\u002Fen\u002Fsettings\u002Fprocedures","en\u002F12.settings\u002F4.procedures",{"title":117,"path":118,"stem":119},"Procedure Template Settings","\u002Fen\u002Fsettings\u002Ftemplates","en\u002F12.settings\u002F5.templates",{"title":121,"path":122,"stem":123},"User Profiles","\u002Fen\u002Fsettings\u002Fuser-profiles","en\u002F12.settings\u002F6.user-profiles",{"title":125,"path":126,"stem":127},"Clinic Access Rules","\u002Fen\u002Fsettings\u002Faccess-rules","en\u002F12.settings\u002F7.access-rules",{"title":129,"path":130,"stem":131,"children":132},"Account & Security","\u002Fen\u002Faccount-and-security","en\u002F13.account-and-security\u002Findex",[133,134,138,142,146,150],{"title":129,"path":130,"stem":131},{"title":135,"path":136,"stem":137},"Sign in to Dentaltap","\u002Fen\u002Faccount-and-security\u002Fsigning-in","en\u002F13.account-and-security\u002F1.signing-in",{"title":139,"path":140,"stem":141},"Reset your password","\u002Fen\u002Faccount-and-security\u002Fresetting-your-password","en\u002F13.account-and-security\u002F2.resetting-your-password",{"title":143,"path":144,"stem":145},"Two-step verification","\u002Fen\u002Faccount-and-security\u002Ftwo-step-verification","en\u002F13.account-and-security\u002F3.two-step-verification",{"title":147,"path":148,"stem":149},"Roles and permissions","\u002Fen\u002Faccount-and-security\u002Froles-and-permissions","en\u002F13.account-and-security\u002F4.roles-and-permissions",{"title":151,"path":152,"stem":153},"Manage clinic users","\u002Fen\u002Faccount-and-security\u002Fmanage-clinic-users","en\u002F13.account-and-security\u002F5.manage-clinic-users",{"title":155,"path":156,"stem":157,"children":158},"Patients Management","\u002Fen\u002Fpatients-management","en\u002F2.patients-management\u002Findex",[159,160,164,168,172],{"title":155,"path":156,"stem":157},{"title":161,"path":162,"stem":163},"Patients Management Overview","\u002Fen\u002Fpatients-management\u002Foverview","en\u002F2.patients-management\u002F1.overview",{"title":165,"path":166,"stem":167},"Create Patient","\u002Fen\u002Fpatients-management\u002Fcreate-patient","en\u002F2.patients-management\u002F2.create-patient",{"title":169,"path":170,"stem":171},"Find Patients","\u002Fen\u002Fpatients-management\u002Ffind-patients","en\u002F2.patients-management\u002F3.find-patients",{"title":173,"path":174,"stem":175},"Patient Profile","\u002Fen\u002Fpatients-management\u002Fpatient-profile-overview","en\u002F2.patients-management\u002F4.patient-profile-overview",{"title":177,"path":178,"stem":179,"children":180},"Medical Profile","\u002Fen\u002Fmedical-profile","en\u002F3.medical-profile\u002Findex",[181,182,186,190,194],{"title":177,"path":178,"stem":179},{"title":183,"path":184,"stem":185},"Medical Alerts","\u002Fen\u002Fmedical-profile\u002Fmedical-alerts","en\u002F3.medical-profile\u002F1.medical-alerts",{"title":187,"path":188,"stem":189},"Questionnaires","\u002Fen\u002Fmedical-profile\u002Fquestionnaires","en\u002F3.medical-profile\u002F2.questionnaires",{"title":191,"path":192,"stem":193},"Consent Forms","\u002Fen\u002Fmedical-profile\u002Fconsent-forms","en\u002F3.medical-profile\u002F3.consent-forms",{"title":195,"path":196,"stem":197},"Self Check-In","\u002Fen\u002Fmedical-profile\u002Fself-check-in","en\u002F3.medical-profile\u002F4.self-check-in",{"title":199,"path":200,"stem":201,"children":202},"Treatment History","\u002Fen\u002Ftreatment-history","en\u002F4.treatment-history\u002Findex",[203,204,208,212,216,220,224,228,232],{"title":199,"path":200,"stem":201},{"title":205,"path":206,"stem":207},"Dental Chart and Tooth Conditions","\u002Fen\u002Ftreatment-history\u002Fdental-chart","en\u002F4.treatment-history\u002F1.dental-chart",{"title":209,"path":210,"stem":211},"Clinical Diagnostics","\u002Fen\u002Ftreatment-history\u002Fdiagnostics","en\u002F4.treatment-history\u002F2.diagnostics",{"title":213,"path":214,"stem":215},"Radiographs and Ortho Photos","\u002Fen\u002Ftreatment-history\u002Fradiographs-and-ortho-photos","en\u002F4.treatment-history\u002F3.radiographs-and-ortho-photos",{"title":217,"path":218,"stem":219},"Clinical Notes","\u002Fen\u002Ftreatment-history\u002Fclinical-notes","en\u002F4.treatment-history\u002F4.clinical-notes",{"title":221,"path":222,"stem":223},"Patient Vitals","\u002Fen\u002Ftreatment-history\u002Fvitals","en\u002F4.treatment-history\u002F5.vitals",{"title":225,"path":226,"stem":227},"Treatment History Procedures","\u002Fen\u002Ftreatment-history\u002Fprocedures","en\u002F4.treatment-history\u002F6.procedures",{"title":229,"path":230,"stem":231},"Periodontal Chart","\u002Fen\u002Ftreatment-history\u002Fperio-chart","en\u002F4.treatment-history\u002F7.perio-chart",{"title":233,"path":234,"stem":235},"Customize the Clinical History","\u002Fen\u002Ftreatment-history\u002Fcustomize-history","en\u002F4.treatment-history\u002F8.customize-history",{"title":237,"path":238,"stem":239,"children":240},"Treatment Plans","\u002Fen\u002Ftreatment-plans","en\u002F5.treatment-plans\u002Findex",[241,242,246],{"title":237,"path":238,"stem":239},{"title":243,"path":244,"stem":245},"Treatment Plans Overview","\u002Fen\u002Ftreatment-plans\u002Foverview","en\u002F5.treatment-plans\u002F1.overview",{"title":247,"path":248,"stem":249},"Send & Print","\u002Fen\u002Ftreatment-plans\u002Fsend-and-print","en\u002F5.treatment-plans\u002F2.send-and-print",{"title":251,"path":252,"stem":253,"children":254},"Invoices & Payments","\u002Fen\u002Finvoices-and-payments","en\u002F6.invoices-and-payments\u002Findex",[255,256,260,264,268,272,276,280],{"title":251,"path":252,"stem":253},{"title":257,"path":258,"stem":259},"Invoices Overview","\u002Fen\u002Finvoices-and-payments\u002Finvoices-overview","en\u002F6.invoices-and-payments\u002F1.invoices-overview",{"title":261,"path":262,"stem":263},"Create and Edit an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fcreate-and-edit-invoice","en\u002F6.invoices-and-payments\u002F2.create-and-edit-invoice",{"title":265,"path":266,"stem":267},"Payments and Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow Ups","\u002Fen\u002Ffollow-ups","en\u002F7.follow-ups\u002Findex",[289,290,294],{"title":285,"path":286,"stem":287},{"title":291,"path":292,"stem":293},"Book Next Visit","\u002Fen\u002Ffollow-ups\u002Fbook-next-visit","en\u002F7.follow-ups\u002F1.book-next-visit",{"title":295,"path":296,"stem":297},"Queue Follow Up","\u002Fen\u002Ffollow-ups\u002Fqueue-follow-up","en\u002F7.follow-ups\u002F2.queue-follow-up",{"title":299,"path":300,"stem":301,"children":302},"Inventory","\u002Fen\u002Finventory","en\u002F8.inventory\u002Findex",[303,304,308,312,316,320,324,328,332],{"title":299,"path":300,"stem":301},{"title":305,"path":306,"stem":307},"Inventory Overview","\u002Fen\u002Finventory\u002Foverview","en\u002F8.inventory\u002F1.overview",{"title":309,"path":310,"stem":311},"Inventory Products","\u002Fen\u002Finventory\u002Fproducts","en\u002F8.inventory\u002F2.products",{"title":313,"path":314,"stem":315},"Inventory Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":75,"body":348,"dateModified":526,"datePublished":526,"description":527,"extension":528,"image":526,"links":526,"meta":529,"navigation":530,"path":76,"seo":531,"stem":77,"__hash__":532},"docs_en\u002Fen\u002F11.reports\u002F3.visits.md",{"type":349,"value":350,"toc":515},"minimark",[351,360,363,368,371,399,402,406,413,420,423,427,432,435,439,444,447,451,456,459,463,466,483,486,490],[352,353,354,355,359],"p",{},"Open ",[356,357,358],"strong",{},"Reports → Visits",".",[352,361,362],{},"Visits explains patient flow. Use it to understand appointment volume, attendance quality, new patient activity, online bookings, and patients who may still need a next visit.",[364,365,367],"h2",{"id":366},"what-visits-contains","What Visits contains",[352,369,370],{},"The Visits report includes these main cards:",[372,373,374,381,387,393],"ul",{},[375,376,377,380],"li",{},[356,378,379],{},"Appointments",": total appointments, no-shows, and cancellations.",[375,382,383,386],{},[356,384,385],{},"New Patients",": initial visits, including no-shows and cancellations for new patients.",[375,388,389,392],{},[356,390,391],{},"No Follow-Up",": patients who do not have a future appointment recorded.",[375,394,395,398],{},[356,396,397],{},"Bookings",": online and direct bookings.",[352,400,401],{},"Each card shows the selected period and a comparison with the previous matching period.",[364,403,405],{"id":404},"view-appointment-details","View appointment details",[352,407,408,409,412],{},"Click ",[356,410,411],{},"View Report"," on the Appointments card to open the appointment detail report.",[352,414,415,416,419],{},"The detail report can include appointment date and time, patient, room, doctor, queue timing, arrival time, start and end time, next visit, phone, appointment stats, and an ",[356,417,418],{},"Open Patient"," action.",[352,421,422],{},"Use this when you need to audit attendance, review schedule quality, or follow up on no-shows and cancellations.",[364,424,426],{"id":425},"review-new-patients","Review new patients",[352,428,408,429,431],{},[356,430,411],{}," on the New Patients card to see initial patient appointments.",[352,433,434],{},"This helps the team understand how many new patients entered the clinic and whether those patients successfully attended. A high cancellation or no-show rate for new patients usually deserves operational follow-up.",[364,436,438],{"id":437},"review-patients-without-follow-up","Review patients without follow-up",[352,440,408,441,443],{},[356,442,411],{}," on the No Follow-Up card to find patients who do not have a future appointment.",[352,445,446],{},"This is useful for receptionists, coordinators, or doctors who want to make sure treatment does not quietly stop after a visit. The list can be used as a call queue or review queue.",[364,448,450],{"id":449},"review-bookings","Review bookings",[352,452,408,453,455],{},[356,454,411],{}," on the Bookings card to review online and direct bookings.",[352,457,458],{},"Use this to understand how patients are booking and whether online booking is helping the clinic fill the schedule.",[364,460,462],{"id":461},"charts","Charts",[352,464,465],{},"Visits includes charts for:",[372,467,468,471,474,477,480],{},[375,469,470],{},"appointments by date;",[375,472,473],{},"new patients by date;",[375,475,476],{},"appointments by group;",[375,478,479],{},"appointments by duration;",[375,481,482],{},"patients by age.",[352,484,485],{},"The appointment and new-patient charts separate total, no-show, and canceled counts. This makes it easier to see whether growth came from successful visits or from bookings that did not happen.",[364,487,489],{"id":488},"useful-features","Useful features",[372,491,492,495,500,503,509],{},[375,493,494],{},"Use the date range and branch selector before reviewing counts.",[375,496,354,497,499],{},[356,498,411],{}," for the records behind a card.",[375,501,502],{},"Use table filtering and sorting inside detail reports when available.",[375,504,505,506,508],{},"Use ",[356,507,418],{}," to move from a report row to the patient profile.",[375,510,505,511,514],{},[356,512,513],{},"Download Report"," to export the active Visits report.",{"title":516,"searchDepth":517,"depth":517,"links":518},"",2,[519,520,521,522,523,524,525],{"id":366,"depth":517,"text":367},{"id":404,"depth":517,"text":405},{"id":425,"depth":517,"text":426},{"id":437,"depth":517,"text":438},{"id":449,"depth":517,"text":450},{"id":461,"depth":517,"text":462},{"id":488,"depth":517,"text":489},null,"Review appointments, new patients, no-shows, cancellations, bookings, and patients without follow-up.","md",{},true,{"title":75,"description":527},"aQWCqjF1V2AaQJmt_YRkYNO5lalEkvsyOmydsSJWm90",[534,536],{"title":71,"path":72,"stem":73,"description":535,"children":-1},"Review overall clinic revenue, profit, expenses, best branch, trends, and business ratios.",{"title":79,"path":80,"stem":81,"description":537,"children":-1},"Review payments, invoices, procedures, credits, refunds, discounts, taxes, debts, and financial drilldowns.",1784381111193]