The Occupancy Report presents each Provider's occupancy rate calculated from the Diary.
What can you use this Report for?
Generate this to assess the viability of hiring new staff and identify providers with unoccupied free time.
Filters and Options
| Filters | Description |
| Date | Date range to account for from the Diary. |
| Locations | Location to take into account. |
| Providers | Provider attributed to display in the report. |
| Events | Event categories selected will be included in occupied time. All Events booked on available time slot are included in scheduled minutes regardless. |
| Include Services | If ticked, Services booked in the Diary will count as occupied time. |
| Include Classes | If ticked, Classes booked in the Diary will be included in occupied time. |
| Includes Notes | If ticked, time slots where Notes are written in the Diary will count as occupied time. |
| Exclude DNAs | Tick this option to exclude DNAs from counting as occupied time. |
What is displayed in the report?
- The table displays each provider in a separate row with their occupied time and other statistics.
| Column | Description |
| Provider | Provider name in the Diary |
| Days | Number of Days included in the time frame requested |
| Scheduled minutes | Total number of minutes scheduled in the Diary for the provider (includes all selected Locations) |
| Occupied | Number of minutes booked (depending on options selected). |
| Occupancy | Percentage of time occupied, calculated by occupied minutes divided by scheduled minutes * 100. |
| Services | Completed and Pending Consultations in the Diary. |
| Classes | Participants that have completed or are booked for a Class. |
Tips and Tricks
Click on the Provider name to display a graph and table of daily data for the provider.
Create relevant categories for Events to make it easy to generate a more specific report for practitioners including only selected categories (e.g. CPD, Meeting, Note redaction, etc.) in occupied minutes and leaving others (e.g. Away) out.
Clinic Moving average: is a statistical indicator using the daily averages and the previous month averages to give an indication of future occupancy to plan for weeks ahead.