Appointment – End of Day Reconciliation Sheet Report gives detailed information on the appointments for the day or date range. The details include patient name, MR#, Legal entity, Provider, DOS, TOS (Time of Service), Appointment status, the user who created the appointment, the patient’s primary and secondary insurances, the user who verified the eligibility. The report also provides co-payment information: amount, how much is collected, payment # and pay method if collected. A summary of the total appointments and co-payments for the given date range is given at the end of the report.
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.
Table 1 provides the filter and sort options available in the Appointment- End of Day Reconciliation Sheet report.
|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|
|SE. INS||Secondary Insurance|
|Modified By User||Filter according to the user who updated the appointment.|
|Sort By||Insurance, provider, user, DOS|
Image 1 shows a sample search screen.
Select the appropriate search criteria and hit the Search button to generate the report; see Image 2.