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.)
Booking fee cost
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 organized into two tabs:
Past: Shows all appointments within the selected date range that have already taken place.
Upcoming: Shows all scheduled future appointments.
If you'd like to do more analysis on your appointment data, you can export it as a .csv file by clicking Download .csv near the top of the page. The exported file will include the appointments shown on the tab you're currently viewing (either Past or Upcoming).
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 channel: View appointments based on where the booking was initiated.
Zocdoc.com & App: Bookings that began on Zocdoc.com or the app.
Consumer Sites & AI platforms: Bookings that began on a partner consumer site or AI platform, such as Google, Yelp, Healthgrades, Gemini, and more.
Healthcare platforms: Bookings made through healthcare platforms that use Zocdoc’s technology, such as Blue Shield of California, Veterans Affairs via WellHive, and more.
Your Website: Bookings made through your Booking Link or your website.
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
Does the cost column include Sponsored Results spend?
No, the cost field only reflects the discovery booking fee. Sponsored Results charges are billed separately and are not included in the appointment report.
Why is the cost in my appointment report different from my invoice?
The cost field in your appointment report shows the booking fee for each appointment in real time, while your billing invoice is a monthly snapshot generated at the end of the billing period. Certain cancellations, accepted disputes, or other adjustments that happen after your invoice is created may appear as credits on a future invoice instead. Your invoice may also include additional charges, such as taxes or Sponsored Results spend, that aren’t included in the appointment report cost field.
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.