Description
The Appointment Schedule Report is a detailed appointment report that includes some patient financial information. The additional information is the copay amount (saved), patient balance, and on-account balance.
Significance
1. 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, and status and also includes patient details such as patient insurance, account type, patient balance, etc.
2. 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.
3. A direct export to CSV option is available with the following fields:
Patient Last Name, Patient First Name, Cell Phone Number, Provider Name, Location Name (Legal Entity), Appointment Status, Appointment Type, Appointment Date.
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 |
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Direct Excel (Detailed) Fields in the Direct excel output of A1 report(Detailed) |
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Direct CSV output Fields in the Direct CSV output of A1 report(Rater8) |
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View as PDF; this is a very detailed output |
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Realmed Eligibility CSV Pipe Separated |
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Realmed Eligibility CSV Fields in the Realmed Eligibility CSV output of A1 Report |
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Appt Schedule Report with On-account Balance Fields in the excel output of A1 with On-account balance |