Appointment – End of Day Reconciliation Sheet Report gives detailed information on the appointments booked for the given date range. The details include patient name, MR#, Legal entity, Provider, DOS, TOS (Time of Service), Appointment status, the user who updated the appointment, the patient’s primary and secondary insurance, 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.

Table 1 provides the filter and sort options available in the Appointment- End of Day Reconciliation Sheet 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.
Sort By Insurance, provider, user, DOS

Table 1

Image 1 shows a sample search screen.

Image 1

Select the appropriate search criteria and hit the Search button to generate the report; see Image 2.

Image 2

The Report can be downloaded as PDF by clicking on the  icon.

Image 3

Likewise, the report can be downloaded as an excel spreadsheet by clicking on the button.

Image 4