Description
Appointment Schedule Report is one of the scheduler level reports that displays detailed information on the scheduled appointments with appointment date and time.
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.
Table 1 lists the filter and sort options available in the Appointment Schedule 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 |
Table 1
A sample search of the Appointment Schedule Report is shown in Image 1.
After providing appropriate filtering options, click on Search button to generate the report.
Four options (highlighted in Image 2) are provided for downloading the report.
| Option | Description |
 |
View as PDF; this is a very detailed output |
| Excel option 1 | Realmed Eligibility CSV Pipe Separated |
| Excel option 2 | Realmed Eligibility CSV |
| Excel Option 3 | Appt Schedule Report with On-account Balance |