Analyze and export appointments Praxis Kasse Desk

Shows a flexible appointment list with filters, configurable columns, and Excel export.

Where do I find analyze appointments?

Go to Journaling → Appointments.

Journaling → Open Services takes you to the same list. The Billing filter is automatically set to Open.

The displayed period defaults to the current month when you open the page.

Fig. 1The appointment list for the current month with the filter bar above it.

1. 1The Optionen button — holds the bulk action and the column configuration.

Requirements

• You have the Termin: Auswertung permission in your user profile.

Filters

The top of the page offers these filters:

• Account/Tenant — Only visible if you use multiple accounts or cooperations.
• Period — Freely selectable date range, including presets for past periods.
• Datum — Sets what the period applies to: the appointment date or the creation date.
• Status — Filters by the appointment's status.
• Verrechnungsstatus — Filters by billing status.
• Booking type — Filters by Internal or Online booked appointments.
• Location — Filters by location.
• User — Filters by the assigned user.
• Terminart — Filters by appointment type.

Data table

The table lists all appointments in the selected period. You choose which columns are shown (see Column configuration).

The available columns are organized in groups:

Appointment group:

Column	Content
Patient	Patient name
Title	Appointment title
Type	Appointment type
Price	Appointment price
Note	Note on the appointment
Status	Appointment status
Billing	Billing status

Location group:

Column	Content
Name	Location name

Customer group:

Column	Content
Phone	Customer's phone number
Email	Customer's email address
Address	Customer's address

User/Provider/Instructor group:

Column	Content
Name	User's name
Email	User's email address

Date & time group:

Column	Content
Start date	Appointment start date
Start time	Appointment start time
End date	Appointment end date
End time	Appointment end time
Created on	Appointment creation date
Duration	Appointment duration

Other group:

Column	Content
Account	Related account
Created by	Creator of the appointment

Row actions

Under Options, you can run a bulk action per account: Set open individual services to "do not bill".

This action requires the Termin: Bearbeiten permission.

Fig. 2The Optionen menu holds the bulk action and the column configuration.

Column configuration

1. Click Optionen → Spaltenkonfiguration.
2. Pick the column you want in each row's Feld field. Hinzufügen adds another row, the trash icon removes one.
3. Set the order with the handles on the left.
4. Pick a sort direction in the Sortierung field if you need one.
5. Click Speichern.

Fig. 3The Spalten konfigurieren dialog. You pick the field and an optional sort direction per row.

Export

Use the export button in the table to export the filtered list as an Excel file named Termine.

Export requires the Termin: Exportieren permission in all active accounts.

Permissions

Permission	Function
Termin: Auswertung	Access to the page
Termin: Bearbeiten	Bulk "do not bill" action
Termin: Exportieren	Excel export of the list