Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Standard Reports: Unbilled Charges for Scheduled Appointments

Version 14.19

When to Use this Report

Use this report daily or weekly to view scheduled appointments for patients that do not have an associated superbill or billed charges for appointments scheduled for the practice.  

About Unbilled Charges for Scheduled Appointments

Path: Reports menu > Standard Reports > Choose a Report dropdown > Unbilled Charges for Scheduled Appointment

This report enables the user to select an appointment date and to compile all scheduled appointments for patients that do not have an associated superbill or charge transactions for the specified appointment date.

Unbilled Charges for Scheduled Appointments Map

Number

Section
Description

1

Choose a report

The Choose a report dropdown selects one of the six available reports to display in the standard reports grid. These reports include:


2

Reference dates (range)
The Reference Dates set the start and end date for the displayed report’s date range. Reports that meet the criteria and fall within the selected date range will appear in the standard reports grid.

3

Refresh button
The Refresh button refreshes the data in the standard reports grid.

4

Print Grid button
The Print Grid button prints or exports the standard reports grid as it appears. You can print a paper or PDF copy of the report. The report will open in Print Preview mode. In Print Preview mode, you can choose to print the report or export to PDF. If you export to PDF, you will be given some options regarding how you would like to save the image. Remember, that when saving practice sensitive information or any kind of PHI outside of Office Practicum, you should consider who has access to the information you are saving. You can add a password to the PDF you are saving by going to the Security tab, checking the box that says "Enabled," and Adding a User Password (or you can choose to protect your data in some other way within your own network).

5

Export button
The Export button exports the data shown in the standard reports grid as an .xls or .csv file.
6
Reset Preferences button
The Reset Preferences button resets the default window and grid preferences.

7

Preferences button
The Preferences button saves the window and grid preferences.
8
Appointment Date
The Appointment Date column lists the unbilled charges for scheduled appointments by appointments date.

9

Patient ID in Schedule
The Patient ID in Schedule column lists the patient ID for the appointment.
10
Scheduled with Provider
The Scheduled with Provider column lists the provider who was scheduled to see the patient.
11
ChargesThe Charges column indicates the charges for the appointment.
12
Superbill Charges
The Superbill Charges column indicates the superbill charges for the appointment.
Version 14.10

When to Use this Report

Use this report daily or weekly to view scheduled appointments for patients that do not have an associated superbill or billed charges for appointments scheduled for the practice.  

About Unbilled Charges for Scheduled Appointments

Path: Reports menu > Standard Reports > Choose a Report dropdown > Unbilled Charges for Scheduled Appointment

This report enables the user to select an appointment date and to compile all scheduled appointments for patients that do not have an associated superbill or charge transactions for the specified appointment date.

Unbilled Charges for Scheduled Appointments Map

Number

Section
Description

1

Choose a report

The Choose a report dropdown selects one of the six available reports to display in the standard reports grid. These reports include:


2

Reference dates (range)
The Reference Dates set the start and end date for the displayed report’s date range. Reports that meet the criteria and fall within the selected date range will appear in the standard reports grid.

3

Refresh button
The Refresh button refreshes the data in the standard reports grid.

4

Print Grid button
The Print Grid button prints or exports the standard reports grid as it appears. You can print a paper or PDF copy of the report. The report will open in Print Preview mode. In Print Preview mode, you can choose to print the report or export to PDF. If you export to PDF, you will be given some options regarding how you would like to save the image. Remember, that when saving practice sensitive information or any kind of PHI outside of Office Practicum, you should consider who has access to the information you are saving. You can add a password to the PDF you are saving by going to the Security tab, checking the box that says "Enabled," and Adding a User Password (or you can choose to protect your data in some other way within your own network).

5

Export button
The Export button exports the data shown in the standard reports grid as an .xls or .csv file.
6
Reset Preferences button
The Reset Preferences button resets the default window and grid preferences.

7

Preferences button
The Preferences button saves the window and grid preferences.
8
Appointment Date
The Appointment Date column lists the unbilled charges for scheduled appointments by appointments date.

9

Patient ID in Schedule
The Patient ID in Schedule column lists the patient ID for the appointment.
10
Scheduled with Provider
The Scheduled with Provider column lists the provider who was scheduled to see the patient.
11
ChargesThe Charges column indicates the charges for the appointment.
12
Superbill Charges
The Superbill Charges column indicates the superbill charges for the appointment.