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.


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

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

Search filters of A11 Report

Field Description
Appt. date Provide Appointment date range
DOS Provide DOS range
Legal Entity To filter results in a specific legal entity
Provider To filter results specific to a provider
Appt. type Follow-up, New patient, TeleMed, etc. ; select one from the drop-down
Appt. Status Blocked, Cancelled, Checked-in, checked-out, etc.; select one from drop-down
Show Appointments with Charges only Check this box to show only those appointments where charges are created

A11 Search Screen

Sample A11 Report

Image 2