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 1. 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 […]

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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 1. 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 […]

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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 1. 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, […]

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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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A11. Financial Details by Appointment Report

Description This report lists appointments with the billed and paid amounts, on-account balance, and copay collected. Significance 1. The financial elements in the report are Patient Payment, Insurance payment, Balance, Patient On-account and Co-pay collected. 2. The report can be exported to excel spreadsheet by clicking on the ¬†symbol. Search filters of A11 Report Field […]

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B1. Superbill Report

Description Providers can print this report for documenting the diagnosis and procedure codes of the visit essentially for billing purposes. Search Filters of B1 Report Field Description Appt. Date From/To Provide Start and End dates or select an appropriate date range from the drop-down. Legal Entity To generate the report for a specific legal Entity […]

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B2. Superbill Tally Report

Description This is a report to reconcile appointments with manually entered charges and to review if the appointments for the selected date period have been billed. The report will indicate an “X” if no superbill and “New” or “Hold” if a superbill has been created and left in an unbilled status. Significance 1. To identify […]

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