Draft reference — content review pending
Follow-Up Appointment Completion Rate
The percentage of eligible scheduled or documented follow-up appointments completed within the defined follow-up window.
Business question
What share of eligible follow-up appointments due in the selected window is completed within that window?
Formula
Follow-up appointment completion rate = eligible follow-up appointments completed within the defined window ÷ eligible follow-up appointments due × 100.
Calculation notes
Define what makes a follow-up due, the completion event, the follow-up window, rescheduling treatment, and documented exceptions. Keep the cohort aggregate.
Edge-case guidance
Separate appointments still pending, cancelled, rescheduled, completed outside the window, and not applicable under documented operational rules. Do not infer reasons from an incomplete record.
Required data
| Input | Type | Status | Available source hints |
|---|---|---|---|
| Eligible follow-ups completed in windowAggregate count of eligible follow-up appointments completed within the defined window. | Number | Required | Appointment system · Excel · Google Sheets · Manual records |
| Eligible follow-ups dueAggregate count of eligible follow-up appointments due under the documented cohort and window rules. | Number | Required | Appointment system · Excel · Google Sheets · Manual records |
Interpretation
Use this aggregate administrative measure to understand completion of documented follow-up scheduling. Define the due cohort and window; it describes scheduling operations only and is not guidance for an individual.
Caution
Use aggregate records only. Do not include names, individual record identifiers, or other personal health information. Implementation must follow applicable privacy, healthcare, and insurance requirements. Exclude records that cannot be classified consistently.
Implementation recommendation
Document aggregate due and completion statuses with scheduling owners, and report pending and rescheduled categories separately from completed appointments.
Target guidance
Set a context-specific target for follow-up appointment completion rate from comparable historical periods, then adjust it for scheduling policy, operating capacity, seasonality, service mix, and data quality. Review the target with the accountable operations owner; raising completion without accounting for documented exceptions or scheduling capacity may misrepresent operations.