Appointment Billing Analysis

Purpose

This report displays a list of appointments and the appointments' corresponding charges.

This report can be used during Month-end reporting to help ensure that all cases have been set to the correct status and have been billed out.

Does Not Include

Canceled appointments are not included in the report even if the “Canceled” status is chosen in the report parameters screen.

Layouts

There is one layout available for this report, which can be generated in a “Detail” or “Summary” format using the report parameters. The layout can be generated in either PDF or Excel Spreadsheet outputs. Excel outputs are not optimized.

Appointment Billing Analysis

Displays information on the patient, case status, and amount of billed charges

Notes

In instances where patients have more than one appointment associated to a single case, the report will function on the Appointment level rather than on the Case level. The total count on the report also reflects the number of Appointments, not Cases.

Appointments with corrected charges will show on the report. Administrative and Quality Indicator type procedure codes, and Supply charges are included in the report as well.

Parameters

Click here here to view report parameters. Use these parameters on their own or in conjunction with one another. The more parameters you use, the more specific the search will be.

Format	Format selection options: Select between Summary or Detail format. Selection will change the appearance of the output and the level of information contained in it.
Date of Service	Date range for appointments included in the report: Enter From/Through dates. At least one date is required to run the report.
Appointment Listed	Selection options for which appointments to include or exclude from the report: Select between Appointments with Charges, Appointments without Charges, or All Appointments
Line Space	Select the type of line spacing used on the report. Selection impacts appearance of output. Additional line space can be used to take manual notes directly on the report print out when using PDF format and printing a hard copy of the report.
Case Status	Multi-select option for filtering by Case Status: Leave the parameter blank to include all case statuses. Select one or multiple statuses to only see appointments on the report which have the selected case status(es).
Include PAT Visits	Check box to include PAT (Pre Admit Testing) Visits: PAT visits are excluded by default (parameter is unchecked).
Include Recovery Room Stays	Check box to include Recovery Room Stays: Recovery Room Stays are excluded by default (parameter is unchecked).
Buttons	Action Buttons OK. Runs the report based on the parameters and layout selected. History. Allows a user to recall prior parameter selections used to run the report in the past and load them to the screen. Save. Allows the user to save a copy of the report to their computer.

Sample Report

Detail Format

Click herehere to view a sample report.

Click herehere to view an explanation of the fields on the report.

Header	Displays the Business Entity, name of the report and parameter settings of the report when it was created.
DOS	Date of Service of the appointment
Time	Scheduled time of the appointment
Patient	Patient’s name in “Last Name, First Name” format
Acct	Patient’s account number
Schedule	Room the appointment is scheduled for
SchedProc	First Scheduled Procedure
CaseSurgeon	Quick Code of the Surgeon for the first scheduled procedure
CaseStatus	CDM Case Status for the appointment
Amount	Total amount of all billed charges for the appointment
Proc/SR	Quick Code of the Procedure or Supply item billed for the appointment
Surgeon	Surgeon associated with the charge
Unit	Number of units on the charge
Amount	Charge amount
Count	A count of all appointments included in the report

Summary Format

Click herehere to view a sample report.

Click herehere to view an explanation of the fields on the report.

Header	Displays the Business Entity, name of the report and parameter settings of the report when it was created.
DOS	Date of Service of the appointment
Time	Scheduled time of the appointment
Patient	Patient’s name in “Last Name, First Name” format
Acct	Patient’s account number
Schedule	Room the appointment is scheduled for
SchedProc	First Scheduled Procedure
CaseSurgeon	Quick Code of the Surgeon for the first scheduled procedure
CaseStatus	CDM Case Status for the appointment
Amount	Total amount of all billed charges for the appointment
Count	A count of all appointments included in the report