A11 report provides the financial details related to each appointment. Financial details include the billed charges, payments received from insurance as well as patient, balance remaining, co-pay collected etc. The report also provides the standard appointment details such as appointment date, time, status and request reason.

Search filters for the report include Appt. Date, Appt. Type, Appt. status, DOS, provider. Check the box ‘Show Appointments with Charges Only’ to display only those appointments whose charges have been billed. Image 1 is the A11 search screen.

Image 1

Click on search to display the result. Image 2 is a sample A11 report.

Image 2

The financial elements in the report are Patient Payment, Insurance payment, Balance, Patient On-account and Co-pay collected.

The report can be exported to excel spreadsheet by clicking on the  symbol.