A1. Appointment Schedule Report

Description Appointment Schedule Report is a detailed appointment report that includes some patient financial info. The additional info is copay amt (saved), patient balance, and on-account balance. Significance This report is a detailed report that shows you all the appointments in a day or a date range. It gives the appointment type, time, status and […]

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A2. Appointment Worksheet Report

Description Appointment Worksheet Report is day-wise listing of appointments with basic appointment info viz. schedule status, request reason, and scheduler note. Significance A2 is a scaled-down report which shows you the basic appointment information including appointment status and request reason. Search Filters of A2 Report Field¬† Description Appt. Start Date/ End date Provide Start and […]

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A3. Appointment Status Report

Description Appointment Status Report is a basic appointment report with the schedule status. Search Filters of A3 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 To search for a specific legal entity All Legal Entity To show all legal entities […]

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A4. Missed/Cancelled Appointments Report

Description This is a report capturing the missed or canceled appointments and the option to print a no-show letter for the patients. The report contains basic patient and appointment data and the patient’s last seen date. Significance 1. This report can be used to send letters to patients who have missed or canceled their appointments. […]

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A5. Patient Examination Summary Report

Description The report provides different file export options to show either summary or detailed info. 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 unapplied and credit balances of the patients. 3. The detailed excel contains patient, insurance, and financial […]

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A6. Eligible Visits Bill Report

Description The report verifies if the required patient demographic fields are complete and eligible for billing. The report includes the patient’s last seen date and time, the copay posted amount, and the posted payment #. Significance 1. The co-pay posting information is displayed only if the amount was collected through the scheduler. 2. A6 report […]

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A7. Appointment – End of Day Reconciliation Sheet Report

Description 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 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 […]

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A8. Web Appointment Request Report

Description This report lists the online appointment requests received through the patient portal and their status. Significance The report lists all the patients who have requested appointments through the portal. The report also displays request status and system status of appointments which can be used to analyze pitfalls in patient portal communication with the practice. […]

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A9. Appointment Reminder Report

Description This report lists the appointments with the sent status of the text and email reminders. Significance The system has an appointment reminder capability. Reminders can be texted or emailed. If you want to look at how the reminders were sent, whether it was a text or an email, what was the sent date, etc. […]

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A10. Eligibility Status Report

Description This is a batch eligibility report displaying the patient’s real-time eligibility and benefit information. The report can be filtered based on the appointment date or previous run date. For the errored responses, the rejection reason is displayed on the report. Significance 1. Eligibility status reports can be generated only if the eligibility verification option […]

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