Appointment

The data model includes appointment information such as scheduled and actual start/end dates, appointment status, currencies, estimated and actual quantities/amounts/durations, and billable details. Views provide insights into appointments by location, provider, service, time, upcoming, completed, and cancelled appointments for analysis, planning, resource allocation, workload evaluation, demand understanding, efficiency analysis, and performance assessment.

Benefits of This Data Model

• Enhanced Resource Allocation: Allows for analyzing appointments by location and provider to optimize resource allocation and improve operational efficiency.
• Insightful Demand Understanding: Categorized views by service type provide valuable insights into demand trends, facilitating better planning and service delivery.
• Efficiency Analysis: Organizing appointments by time slots enables detailed analysis of scheduling efficiency and identification of peak hours for improved time management.
• Performance Assessment: Tracking completed appointments and analyzing their outcomes helps evaluate staff performance, service quality, and overall operational effectiveness.
• Optimized Scheduling Processes: Identification of cancelled appointments aids in investigating reasons for cancellations, optimizing scheduling processes, and enhancing customer satisfaction.

Key Performance Indicators (KPIs)

• Scheduled (Order) Start Date: The planned start date and time for the appointment order.
• Scheduled (Order) End Date: The planned end date and time for the appointment order.
• Actual (Order) Start Date: The actual start date and time for the appointment order.
• Actual (Order) End Date: The actual end date and time for the appointment order.
• Appointment Status: Indicates the current status of the appointment (e.g., scheduled, completed, canceled).
• Transaction Currency: The currency used for financial transactions related to the appointment.
• Home Currency: The currency of the home country or base currency used for financial reporting.
• Estimated Quantity: The estimated quantity or amount planned for the appointment.
• Estimated Amount TC: The estimated amount in transaction currency for the appointment.
• Estimated Amount HC: The estimated amount in home currency for the appointment.
• Estimated Duration: The estimated duration of the appointment.
• Actual Quantity: The actual quantity or amount consumed during the appointment.
• Actual Amount TC: The actual amount in transaction currency spent during the appointment.
• Actual Amount HC: The actual amount in home currency spent during the appointment.
• Actual Duration: The actual duration of the appointment.
• Billable Quantity: The quantity or amount that is billable for the appointment.
• Billable Amount TC: The amount in transaction currency that is billable for the appointment.
• Billable Amount HC: The amount in home currency that is billable for the appointment.

Available Visualizations

View Name	Description
Appointments	Provides detailed information about scheduled appointments for analysis and planning.
Appointments by Location	Displays appointments grouped by location to analyze distribution and resource allocation.
Appointments by Provider	Shows appointments categorized by provider to evaluate workload and performance across staff.
Appointments by Service	Offers insights based on appointments categorized by service type to understand demand and trends.
Appointments by Time	Organizes appointments based on time slots to analyze scheduling efficiency and peak hours.
Upcoming Appointments	Focuses on appointments scheduled in the near future for proactive planning and capacity management.
Completed Appointments	Highlights appointments that have been successfully completed for performance evaluation and outcomes assessment.
Cancelled Appointments	Identifies appointments that have been cancelled to investigate reasons and optimize scheduling processes.