Reports Description

 Top  Previous  Next

Appointment List

 

This report will list all appointments based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Schedule
b.Date & Time
2.Displays        

 a        MR#

 b        Patient’s Name

 c.        Reason

 d.        Telephone Number(s)

 e.        Remarks         - Physician’s Name and Telephone Number – Appointment Type

 f.        Date Appointment created

 g.        Referral Status

 h.        Amount Due from Patient

3.Summary Totals

 a.        By Schedule

i.Total Appointments
ii.Total No Shows
bGrand Totals
i.Grand Total Appointments
ii.Grand Total No Shows

 

No Show List

 

This report will list patient that did not show up for their appointment based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Date & Time
b.Patient’s Name
2.Displays

 a        MR#

 b        Patient’s Name

 c.        Patient’s Address

 d.        Telephone Number(s)

 e.        Appointment Reason

 f.        Remarks         - Physician’s Name and Telephone Number – Appointment Type

 g.        Action ICON – To create a form letter on missed appointment

3.Summary Totals

 a.        Total No Show Appointments

 b.        Total No Show Patients

 

Appointment Tracking

 

This report will list appointments of patients time to complete an appointment based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Schedule
b.Date & Time
2.Displays

 a.        Date & Time

b.        MR#

 c.        Patient’s Name

 d.        Appointment Reason

 e.        Check In Time

 f.        Work Up Time

 g.        Check Out Time

 h.        Appointment Progress

i.Complete
ii.Pending
iii.Discontinued
iv.No Show
v.In Progress
vi.Patient Arrived
vii.Patient Ready
viii.Awaiting Test
ix.Orders Pending
x.Checking Out
xi.Encounter in Progress

 i.        Wait Time in Minutes

 j.        Patient’s Telephone Number(s)

k.        Remarks         - Physician’s Name and Telephone Number – Appointment Type

 l.        Date Appointment created

3.Summary Totals

 a.        By Schedule

i.Total Appointments
ii.Total No Shows
iii.Average Wait Time in Seconds
bGrand Totals
i.Grand Total Appointments
ii.Grand Total No Shows

 

Recall

 

This report will list patients that have not visited or had an appointment since a specific date and based on the filter selection.  This report is used to identify patient’s that had an follow-up appointment and choose to skip it. (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Patient’s Name
2.Displays

 a.        Patient’s Name

 b.        MR Number

 c.        Date and Time Last Visit

 d.        Address

 e.        Telephone Number(s)

 

Insurance List

 

This report will list all patient’s insurance information for appointments based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Schedule
b.Date & Time
2.Displays        

 a.        Date & Time

b.        MR#

 c.        Patient’s Name

 d.        Appointment Reason

 e.        Primary Insurance

 f.        Secondary Insurance

 g.        Referral Status

 h.        Remarks

3.Summary Totals

 a.        By Schedule

i.Total Appointments
bGrand Totals
i.Grand Total Appointments

 

Appointments Made

 

This report will list all appointments made based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Patient’s Name
2.Displays (for both unavailable or available admit notes)        

 a        Patient’s Name

 b        MR #

 c.        Appointment Date and Time

 d.        Appointment Reason

 e.        Comments

 

Referral Report

 

This report will list the status of all referrals  based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Plan Name
2.Displays        

 a        Plan Name

 b        Referral Number

 c.        Effective Date of Referral

 d.        Count and (Used) – Used count in brackets

 e.        From Doc (Referring Physician’s Name)

 f.        Primary Insurance Number

 g.        Group Number

 h.        Comment

 

Precert Report

 

Not Available

 

Sign- In Sheet

 

Not Available

Collection Report

 

This report will list all cash collections based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Patient’s Name
2.Displays        

 a        Patient’s Name

 b        Patient’s Acc # (MR #)

 c.        Facility Name

 d.        Cash Amount

 e.        Credit Amount

 f.        Pmt Info Amount

3.Summary Totals
i.Cash Amount
ii.Check Amount
iii.Credit Amount
bGrand Totals
i.Grand Total Amount

 

Walk Out List

 

This report will list all patient walk-outs based on the filter selection.   (See the report section in the Front Desk Chapter for a description of the filters).

This report will display:        

1. Ordered by:
a.Patient’s Name
2.Displays        

 a        MR #

 b        Patient’s Name

 c.        Phone #

 d.        Appointment Date and Time

 e.        Appointment Reason

 f.        Remarks

 g.        Check In Date and Time

 h.        Work Up Date and Time

 i.        Appointment Progress

3.Summary Totals
i.Total Walk Out Appointments
ii.Total Walk Out Patients

 

Walk In Payments

 

Not Available