Your Appointment Report provides a detailed breakdown of essential patient and appointment information, as well as appointment outcomes and more.
What information is in the Appointment Report?
The Appointment Report includes essential patient and appointment information to help you understand and evaluate your performance on Zocdoc. The report includes:
Patient information
Legal name
Phone number
Email
Address
Date of birth
Insurance carrier and plan
Insurance card images (if provided)
Patient type (new or existing)
Appointment information
Provider name
Appointment date and time
Location
Visit reason
Appointment type (in-office or virtual)
Appointment status (e.g., confirmed, rescheduled, canceled, etc.)
Whether the appointment incurred a booking fee (available when you download the report)
How do I access my Appointment Report?
You can access your appointment report by logging into Zocdoc, clicking Performance in the top menu, and then selecting Appointment Report.
Once there, you’ll see all of your appointment details. If you want to do more analysis on the information in your Appointment Report, you can also export a .csv file by clicking Download .csv near the top of the page.
To get detailed information for all of your bookings, use the Booking report link next to the Download.csv link.
Can I adjust the time frame of my Appointment Report?
Yes, your Appointment Report automatically shows you appointments since your last statement. But you can also view older appointment information from different time frames by selecting the box that says Since last statement.
Can I filter what I see in my Appointment Report?
Yes, at the top of the Appointment Report, there are filters that allow you to choose what information you see. You can filter by:
Professional: If your practice has more than one provider, you can choose to view a specific provider’s appointments.
Source: View appointments based on where the booking was initiated.
Zocdoc Marketplace: Bookings made by going directly to Zocdoc.com ,the Zocdoc mobile app, or through affiliated partners, such as Healthgrades.
Your website: Bookings made through the Book Online Button on your practice website.
Google and others: Bookings made directly through your Google Business Profile or through other search engine booking buttons.
Sponsored: Bookings made through Sponsored Results on Zocdoc.com or the Zocdoc mobile app.
Healthcare platforms: Bookings completed on healthcare platforms that use Zocdoc’s technology, such as Blue Shield of California, MetroPlus Health, and the Department of Veterans Affairs (in partnership with WellHive).
Your website and others: For bookings before Jan. 1, 2025, this source groups bookings made through the Book Online Button on your practice website or directly from Google and other search engines.
Location: If your practice has multiple locations, you can choose to view appointments for a specific location.
Appointment type: If your practice offers both in-office and virtual appointments, you can choose to view a specific appointment type.
Status: View appointments by outcome. For example, see all confirmed appointments or all appointments that were rescheduled.
Patient type: You can choose to view appointments from new or existing patients.
Frequently asked questions
Where can I see appointments for the booking source “Healthcare platforms”?
Bookings completed on healthcare platforms that use Zocdoc’s technology—such as Blue Shield of California, MetroPlus Health, or the Department of Veterans Affairs (in partnership with WellHive)—currently have their own report. If you have bookings made on these platforms, you will see a yellow banner at the top of the Appointment Report page with a link to the report.
Why can’t I see appointments from “Your website” (Book Online Button) or “Google and others” (Book from Google) for dates before Jan. 1, 2025?
From Jan 1, 2025 onward, the Appointment Report will show appointment details for the sources your practice uses, like the Zocdoc Marketplace, Book from Google, and the Book Online Button. When you look at the Appointment Report for periods before Jan 1, 2025, bookings from the Book Online Button and Book from Google will be grouped together under Your website and others.
What if a patient marks that they’re a new patient, but they’re actually an existing patient?
If you believe a patient mistakenly identified themselves as a new patient, report it to us within 7 days of receiving the booking:
Go to your Appointment Report.
Find the relevant appointment and click on the three dots on the far right (last column).
Click on “Submit a claim that this is an existing patient.”
Review the pop-up and enter the patient’s last appointment date. Submit your claim by checking the box to confirm the patient has previously seen the provider and then click “Submit.”
We will review your claim. If the Zocdoc team can confirm this is an existing patient, the new patient booking fee will be applied as a credit to your account. If your claims are found to be submitted in bad faith, your account may be suspended.