Tag: Reports

Non Documented Visits Detail Report

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..

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No Show/Canceled Report

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..

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Productivity Summary Report

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..

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Performance Report

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:  ..

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Productivity Detail Report

The Productivity Detail report shows detailed visits and charge amounts within the requested date range, differentiated by calendar resource. Filters: This report utilizes filters. Users should select the appropriate Report Details they would like to view on the “Report Details” window that pops up before running the report to ensure accuracy. Report Sample:   FAQ:..

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Payments Applied Reports

MedSoft Payments Applied Reports MedSoft offers two reports that will show your clinic information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied from checks in each category. For Insurance payments, all payments are summed by insurance..

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Payments Received Reports

MedSoft Payments Received Reports   MedSoft offers two reports that will show your clinic the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Patient Center will be reflected on these reports…

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