Incomplete Documentation This widget shows patients who have been checked in for an appointment but whose documentation for that appointment is not yet complete. Once a patient is checked in for an appointment, s/he will show on this list as having “Incomplete Documentation.” The “View Details” button gives you details including Patient Name, Patient..
Category: Reports and Widgets
Incomplete Billing Widget This widget shows patients who are ready for billing. This widget is used by the billing team and by clinics managing their own billing for cash patients. It functions as a “to do” list of patients who need their billing completed. Patients who have been checked in for an appointment and..
This report shows the detail of all billing, payments, and adjustments for visits that were created as non-documented visits during the requested date range. The “Type” column will indicate if the amount listed was a Payment or Adjustment. Totals charged and paid during the requested timeframe are displayed at the bottom of the report. When..
The No Show/Canceled Report allows clinic users to run a list of all patients who have had Appointments updated to No Show or Canceled Appointment status for the requested date range. The report displays the patient name, account number, visit date, appointment status, No Show/Canceled reason, and any corresponding notes. Report Format: Excel..
The Productivity Summary report shows a summary of visits and charge amounts within the requested date range, differentiated by calendar resource. Report Sample: For each calendar resource at your clinic, the following data is outlined. A Grand Total of all Resources is included at the bottom of the report: FAQ: What makes..
The Performance report details the appointments each Calendar Resource has had scheduled for the requested time frame. Appointments are displayed as “Consult,” “New Patient,” or “Returning Patient” based upon the Appointment Type selected on the Appointment Calendar. Appointment Outcomes (Canceled, No Show, etc) reflect the result selected on the Appointment Calendar. Report Sample: ..
This widget shows patients whose appointment date has passed but who are still in Pending status on the Appointment calendar. This widget is used to identify patients who still need to have their appointment status updated to “Checked In,” “No Show,” or “Canceled.” Patients will show up on this widget after the date/time of their..
The “Registrations” widget shows a total of all Pending Registrations. It also shows Year to Date numbers for Completed Registrations and Appointment Cancellations. Finally, this widget shows a grid of all Completed Registrations by month in comparison to Canceled Appointments in the same month. The “Pending Registration” box shows the total number of Registrations..
The “Visits Per Month” widget shows Checked In, Canceled, No Show, and Pending visits per month. This graph shows a monthly breakdown of visits. Hovering over the columns on the graph will show numerical data for Checked In, Canceled, No Show, and Pending appointments. Note: this widget only counts appointments where the patient name was..
The Average Collections per Visit widget is found on the Financials tab when adding a new widget. This widget shows the trends of revenue coming into the clinic on a per-visit average, month by month. As with all financial data, the further in the past the user is looking, the more accurate the data will..