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 1. A2 is a scaled-down report which shows you the basic appointment information including appointment status and request reason. 2. A2 report has both PDF and Excel export options. Search Filters of A2 Report Field¬† Description […]

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A3. Appointment Status Report

Description Appointment Status Report is a scheduler level report that shows appointment details and the statuses of all patients under a legal entity. Significance A3 report comes with a PDF export option. Search Filters of A3 Report Field Description Appt. Start Date/End Date Provide Start and End dates or select an appropriate date range from […]

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A4. Missed/Cancelled Appointments Report

Description The report displays the details of Missed/Cancelled appointments. Significance 1. This report can be used to send letters to patients who have missed or canceled their appointments. To send a letter to a patient, click on the Print button (highlighted in the report output Image) against the patient in the search result. This will […]

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A5. Patient Examination Summary Report

Description Patient Examination Summary Report shows the patient examination summary details against the patient appointment. Significance 1. A5 report can be used to send survey requests to patients if Online Review Management option is enabled for the practice. Click on button after selecting the desired patients from the search result to send the survey requests. […]

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A6. Eligible Visits Bill Report

Description 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. Significance 1. The co-pay posting information is displayed only if the amount was collected through the scheduler. 2. A6 report shows the […]

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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 specified 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 […]

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A8. Web Appointment Request Report

Description 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 Patient Portal enabled. Significance 1. The report lists all the patients who have requested appointments […]

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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 1. The system has an appointment reminder capability. Reminders can be texted or emailed. If you want […]

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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 and view the eligibility verification details done in the system. Eligibility status reports can be generated only if the eligibility verification option is activated with the clearinghouse. Significance 1. The A10 report can be used for […]

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