Description
The A7 report lists the appointments with the copay collected. Note that the copays should be collected from the scheduler to reflect on the report.
Significance
The A7 report is a reconciliation between the co-pay amount that was supposed to be collected and the actual collected amount. If a copay amount was saved in the patient’s insurance, it will be shown in the copay amount field. The collected amount will be reflected in the Copay collected field only when the co-pay payment was collected through the appointment.
Utility
A summary of the total appointments and co-payments for the given date range is given at the end of the report.
Search Filters of A7 Report
| Field | Description |
| DOS From/ To | To search using Date of Service |
| Legal Entity | To search for a particular legal entity |
| Provider | To search for a particular provider |
| PR.INS. | Primary Insurance |
| SE. INS | Secondary Insurance |
| Modified By User | Filter according to the user who updated the appointment. |
| Appt Type | To filter results for a specific appointment type |
| Sort By | Insurance, provider, user, DOS |
Search screen of A7 Report
Sample A7 Report
Possible outputs of A7 Report
Fields in the excel output of A7 report
PDF output