A1. Appointment Schedule Report

Description Appointment Schedule Report is one of the scheduler level reports that displays detailed information on the scheduled appointments with appointment date and time. 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 also includes patient […]

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A2. Appointment Worksheet Report

Description Appointment Worksheet Report is a scheduler level report generated for each patient showing the scheduled appointment details. Significance A2 is a scaled-down report which shows you the basic appointment information including appointment status and request reason. Table 1 lists the filter and sort options available in the Appointment Worksheet Report. Field  Description Appt. Start […]

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A3. Appointment Status Report

Appointment Status Report is a scheduler level report that shows appointment details and the statuses of all patients under a legal entity. Table 1 lists the filter and sort options available in the Appointment status report. Field Description Appt. Start Date/End Date Provide Start and End dates or select an appropriate date range from the […]

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A4. Missed/Cancelled Appointments Report

The report displays the details of Missed/Cancelled appointments. This report can be used to send letters to patients who have missed or canceled their appointments.   Table 1 lists the filter and sort options available in the Missed /Cancelled Appointments Report. Field Description Appt. Start Date/ End Date Provide Start and End dates or select an […]

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A5. Patient Examination Summary Report

Patient Examination Summary Report shows the patient examination summary details against the patient appointment. Table 1 lists the filter and sort options available in the Patient Examination Summary 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 […]

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A6. Eligible Visits Bill Report

This report lists all the appointments in the provided date range along with the previous appointments of those patients (if any). It also lists the co-pays posted along with the payment numbers. Table 1 lists the filter options provided in the Eligible Visits Bill Report. Field  Description Appt. Date From /To Provide Start and End […]

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A7. Appointment – End of Day Reconciliation Sheet Report

Description 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. […]

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A8. Web Appointment Request Report

Web Appointment Request Report provides information on the appointments requested through the Patient Portal application (a website that enables the patients to view their clinical information, book appointments, etc.). In order to generate the report, the practice should have access to Patient Portal. Table 1 lists the filter options in the Web Appointment Request Report. […]

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A9. Appointment Reminder Report

Description Appointment Reminder Report is used to find out the appointments for which reminders were sent. The report gives detailed information on the appointments with the provider name and phone number, reminder information and patient contact information. Significance The system has an appointment reminder capability. Reminders can be texted or emailed. If you want to […]

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A10. Eligibility Status Report

Description Eligibility Status Report is used to check the eligibility of a bulk number of patients at a time. In other words, it is also called batch eligibility verification. When the report is generated, it gives eligibility information about the list of patients based on the search criteria. Eligibility status reports can be generated only […]

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