Description This report lists appointments with the billed and paid amounts, on-account balance, and copay collected. Significance The financial elements in the report are patient payment, insurance payment, balance, patient on-account, and co-pay collected. Search Filters of A11 Report Field Description Appt. date Provide an appointment date range DOS Provide DOS range. Legal Entity To […]
Category: A. Scheduler
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 error responses, the rejection reason is displayed on the report. Significance The A10 report has been upgraded to a new UI. Eligibility status reports […]
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 the sent date was, etc., […]
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 the request status and system status of appointments, which can be used to analyze pitfalls in patient portal communication with the […]
A7. Appointment – End of Day Reconciliation Sheet Report
Description The 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 The 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 […]
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 […]
A5: Patient Examination Summary Report
Description The report provides different file export options to show either the summarized 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 […]
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. […]
A3. Appointment Status Report
Description The Appointment Status Report is a basic appointment report with the schedule status. Significance The 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 the drop-down. Legal Entity To search for a […]
A2. Appointment Worksheet Report
Description Appointment Worksheet Report is a day-wise listing of appointments with basic appointment information, viz., schedule status, request reason, and scheduler note. Significance A2 is a scaled-down report that 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 […]