REPORTING: Add a variable in AppointmentDimension to identify appointments booked with non-primary care providers

Affected users: Clinic Administrators, Operations Managers, Medical Directors, and Data Analysts who have access to the REPORTING tab to build custom queries and evaluate clinic performance.

Task affected: REPORTING module—Analytics/Custom Reports creation using the AppointmentDimension data model. Specifically, filtering and reporting on appointment volume to evaluate continuity of care and advanced access.

Impact: Significant administrative inefficiency and quarterly reporting delays. Without a native flag or dimension to distinguish whether an appointment was completed with the patient's assigned family physician versus an alternate provider, clinic analysts cannot readily measure care continuity or panel fidelity, leading to hours of manual data wrangling.

Current state: Users must export raw appointment listings alongside separate patient rosters with assigned primary care providers, then perform manual lookups (e.g., VLOOKUP / XLOOKUP in Excel) or generate multiple individual appointment reports per clinician to cross-reference schedules.

Competition consideration: N/A