Description
Appointment Schedule Report is a detailed appointment report that includes some patient financial info. The additional info is copay amt (saved), patient balance, and on-account balance.
Significance
This report is a detailed report that shows you all the appointments in a day or a date range. It gives the appointment type, time, status and also includes patient details such as patient insurance, account type and patient balance, etc.
A direct ‘Export to Excel (detailed)’ option (see Image 1) is provided and is a quicker report generation option where users need not wait for the report to load and paint to the screen and can instead, directly have it exported into excel.
Search Filters of A1 Report
| Field | Description |
| Appt. Start Date/ End date | Provide Start and End dates or select an appropriate date range from the drop-down. |
| Legal Entity | Search by Legal entity |
| Provider Name | Search by provider name |
| Appt. Source | Select how the appointment was made Web/Phone/Email/ Walk-in |
| Appt. Status | Checked in/ Checked out/ Canceled/Missed, etc. |
| Appt. Type | Consultation/Follow Up etc. |
| Include Cancelled | Check this box to include canceled appointments |
| Include Hospital Care | Check this box to include Hospital care appointment status along with the result. |
| Include Scheduling Density for time(in mints) delta | To include scheduling density and average scheduling density for the time frame given. |
| Sort By | To sort the result by either Date/ Patient/ Legal Entity/ Provider |
Search Screen of A1 Report
Sample A1 Report
Export options provided for A1 Report
| Option | Description |
 |
View as PDF; this is a very detailed output |
 |
Realmed Eligibility CSV Pipe Separated |
|
Realmed Eligibility CSV |
 |
Appt Schedule Report with On-account Balance |