<< Click to Display Table of Contents >> Navigation:  Report Central > Scheduler > Appointment End of day Reconciliation Sheet

This report give details of Copay Amount and Copay Collected against each appointment. The appointment Status, Eligibility Status verification details etc are also displayed.

 

1. To view this report, click on Reports module and choose Appointment End of Day Reconciliation Sheet to open the corresponding screen

2. In the DOS From (Date of Service ) box, enter the date from which you want details to be displayed in the report. Similarly in the To box, enter the date up to which details should be displayed.

3. The Calculate Date As box provides options to quickly select preset time periods as the search parameter instead of entering the dates manually. For e.g. Today, Yesterday, Week To Date, Month To Date, Quarter To Date, Year To Date etc.

4. Click in the Legal Entity box and choose your legal entity from the list.

5. From the Provider box select the required provider or choose ALL.

6. From the User box select the required user/s (to select more than one user, use the Ctrl or Shift key).

7. After entering all the necessary parameters, click the Search button. The Appointment End of Day Reconciliation Report will be displayed as shown below.

 

 

8. Options are provided to view or print this report in PDF and Excel format. Click on the pdf icon to open this report in pdf format. Click on the excel icon to open this report in Excel.