A5. Patient Examination Summary Report

Description

The report provides different file export options to show either summary or detailed information.

1. The PDF export is used as a printable format for the providers to document the visit notes.
2. The on-account balance Excel provides the unapplied and credit balances of the patients.
3. The detailed Excel contains patient, insurance, and financial information, along with appointment information.

Additionally, there are two CSV export options. One is a machine-readable format, and the other is a human-readable report.

Significance

1. An 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 results to send the survey requests. Once the request is sent successfully, an acknowledgment notification ‘Survey Sent Successfully’ appears.

2. A direct export to Excel option is available.

3. The PDF report projects the procedure and diagnosis information.

4. 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 for the 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