Billing contains its own Reports menu. Each report serves a different function in the workflow and can either be printed, viewed in preview mode, or exported to a file.
When viewed in preview mode, the toolbar shown below gives the following options:
The Scheduling Report allows you to present your daily schedule in a variety of ways, depending on purpose, as follows:
Perform the following steps to run a Scheduling Report:
The Scheduling Reports criteria screen will appear, as shown below.
Note: The default is Active, but this is useful for running reports to track Cancellation, No Show, or Request Earlier.
The Unbilled Encounters report provides a list of all Appointments (excluding no-shows and cancellations) that are not yet linked to an Encounter. Running this report on a regular basis prevents encounters from falling through the cracks due to Appointments going unbilled. Perform the following steps to run the Unbilled Encounters report:
The Selection Criteria screen will appear, as shown below.
A print preview screen will appear, as shown below.
Note: An asterisk to the left of any item indicates that an Encounter exists for that Patient on that Date, but is not linked to this Appointment ID. The next step would be to locate the Encounter to determine if it is the correct one.
The Patient Demographics report provides a concise printout of the demographic information for all patients scheduled for a specified timeframe. This allows the receptionist to provide the Patients with their current registration information as they check in to ensure that any changes are captured. Perform the following steps to print the Patient Demographics report:
The Demographics Report Selection Criteria screen will appear, as shown below.
A print preview screen will appear, as shown below, with one Patient record per page.