To ensure accurate reporting in Practice IQ, it is important to properly handle cancellations and no-shows in Eaglesoft.
Follow the steps below when marking an appointment as canceled or failed:
1. Open the Appointment in Eaglesoft
In the Eaglesoft Appointment module, right-click on the specific appointment.
2. Delete the Appointment
Select "Delete this Appointment."
3. Choose the Correct Status
A dialog window will appear. Select either:
Failed – for no-show appointments
Cancelled – for appointments canceled in advance
Choose the option that aligns with your office policy.
4. Keep the Appointment in the QuickFill List
Make sure "Add to QuickFill List" is selected.
If this option is not checked, the entire appointment record is removed from the database. When that happens, Practice by Numbers cannot track the cancellation or failure, which can lead to inaccurate KPI reporting.
Keeping the appointment in the QuickFill List ensures the appointment history remains in the database, allowing Practice by Numbers (PbN) to accurately track:
Cancellation rates
Failed (no-show) appointment rates
Other scheduling performance metrics
