Description

Patient Examination Summary Report shows the patient examination summary details against the patient appointment.

Significance

1. A5 report can be used to send survey requests to patients if Online Review Management option is enabled for the practice. Click on button after selecting the desired patients from the search result to send the survey requests. Once the request is successfully sent, an acknowledgment notification ‘Survey Sent Successfully’ appears.

2. The PDF output can be viewed by clicking on the  icon. The PDF report projects the procedure and diagnosis information as well if they are available when the report is generated as PDF.

3. The excel report contains the procedure code along with other appointment summary information. Also, the report can be exported to .CSV file format for Realmed eligibility verification. CSV file format is helpful for Realmed clearinghouse users to check eligibility in a bundle.

Search Filters of A5 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

Search screen of A5 Report

Sample A5 Report