APPOINTMENT FILTERS FOR MINING
D
D'Anjelo Cherry
HAVING appointment filters for mining that consist of no-show, show, reschedule, canceled, etc.
Shelby Parker
Thanks for the suggestion here, D'Anjelo Cherry — totally hear you on how having outcome-based appointment filters (no-show/show/rescheduled/canceled, etc.) would make mining a lot more effective. To make sure we’re scoping this the right way, can you share where in DriveCentric you’re trying to mine appointments (a specific report, list, or workflow) and what you’re ultimately trying to do with the filtered results? Also, which exact statuses/outcomes do you need and how do you define each in your process (e.g., what’s the difference between a no-show vs. canceled vs. rescheduled for you)? And last one: do you only need to filter by the current/latest status, or do you also need to account for historical changes (like appointments that were rescheduled at any point)?