Version 21.3
When to Use this Report
Use this report to view a summary of appointments scheduled for a specified time frame on your practice’s schedule.
About Charges Per Scheduled Appointment
Path: Tools > Reporting > Scheduling Reports > Charges Per Scheduled Appointment
This report allows the user to review practice productivity by comparing charges billed to appointment types. It also serves as an unbilled charges report to help ensure that visits billed are appropriate for the scheduled visits.
Scheduling Reports: Charges Per Scheduled Appointment Map
Hover over each of the Summary Tiles, to see specific data. For instructions on how to drill down and expand that information from the Summary Tiles, please see the Drill Down section of the Data Element Tutorial.
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Note: All columns in the Detailed Report section will show by default. To hide columns, see the Visualization section of the Maximized Elements article. |
Filters and Summary Tiles
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Number |
Section | Description |
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1
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Appointment Date | Use this filter to select the date(s) you wish to search based on the date of the appointment.
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2
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Scheduled Provider | Use this filter to select a provider(s) associated appointments. |
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3
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Rendering Provider | Use this filter to select the provider(s) who performed the service for the appointments. |
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4
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Schedule Location | Use this filter to select the Scheduled Location(s) of the appointments. |
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5
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Appointment Types | Use this filter to select the Appointment Types you wish to pull in this report. |
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6
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Appointments Where Locations Do Not Match | The Appointments Where Locations Do Not Match tile shows the number of appointments where the scheduled location does not match the billing location. |
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7
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Charges | The Charges tile shows the total amount of charges pulled in this report. This is pulled from the Total Charges column. |
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8
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Appointments | The Appointments tile shows the total number of appointments pulled in this report. |
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9
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Weekly Charge Trend | The Weekly Charge Trend bar graph shows the total charges per appointment date per week based on the parameters of the report. |
Detailed Report
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Number |
Section | Description |
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a |
Appointment Date | The Appointment Date column lists the date of the appointments in groups. You can minimize the individual appointment dates to refine the search. |
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b
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Appointment Type | The Appointment Type column lists the appointment type as set in OP. You can minimize the individual appointment types to refine the search. |
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c
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Total Charges |
The Total Charges column displays the total amount of charges for the combined services rendered for that patient.
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d
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Total Patient Appts. on Schedule | This column shows the total number of appointments on the schedule for this patient. |
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e
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Patient | The Patient column displays the full name and patient ID of the patient associated with the appointment. You can minimize the patient to refine the search. |
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f
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Patient Level Total Charges | This column shows the total amount of patient owed charges for the combined services rendered. |
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g
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Billing Status | The Billing Status column displays the Billing Status associated with the appointment, as seen on the Tracking Screen (Superbill Exists, etc). |
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h
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Charge CPT | The Charge CPT code column lists the medical code for the visit on the date of service with the associated charge.
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i
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Charge CPT Description | This column lists the description of the CPT code for the visit on the date of service with the associated charge.
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j
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Charges | The Charges column shows the amount of charges for the individual service (Charge CPT column). |
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k
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Rendering Provider |
The Rendering Provider column lists the name of the Provider who performed the service.
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l
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Superbill CPT
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The CPT code that is on the superbill.
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m
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Superbill CPT Description
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The description of the CPT code that is on the superbill.
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n
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Superbill Transaction ID#
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The OP assigned transaction number that is associated with the superbill.
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o
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Schedule Location | The location where the appointment was scheduled. |
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o
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Charges Location | The location of the charges entered for that appointment/specific CPT Code. |
