Your Schedule Reconciliation Report is a snapshot of what occurred for each patient on the schedule. Once you have completed your tasks for the day, you can make sure that all patients have a status, any future appointments and financial information has been updated. You can quickly look over what charges have been entered to confirm entry is correct before you send out your billing.
On the top of the appointment list you will click Print and drop down to the Schedule Reconciliation.
You can only run the Reconciliation Report one date at a time. Whatever date you have selected on your scheduler is the date the report will run.
The Reconciliation Report will run alphabetically by last name.
Appointment Details
1. Date: This is the date of the appointment
2. Time: This is the time the appointment is scheduled
3. Status: Pending, SI, No Show, Cancel, R/S. Make sure everyone has a Status.
4. Code: The visit code for the appointment
5. Account #: The account number of your patient
6. Patient name: Patients name
7. Referral Source: Shows the Referral Source of the patient
8. No Show: This will only appear in bold if the patient was a no show
Charge Details
1. Copay Due: This will show what you have entered in the patient insurance details for co-pay
2. Case: Charges entered are linked to the case shown
3. Rendering Phys: Charges are entered using this Physicial
4. Carrier Codes: Shows the Pri and Sec insurance of the patient
5. Charges: You will see the detail of the charges entered such as the date of service, the item and CPT code, Modifiers, Units, Price, Tax, Total, what was Paid and a Balance column.
6. Future Appts: This is where you can see any future appts for your patient
Grand Totals
This portion of the report shows how many charges were entered specifically for that day and what they totaled.
There is a summary of patients statistics regarding their appointment status.
Collections
Collections will show any patient/primary/secondary payments, adjustments or write offs for the day.
If you want to use this for your end of day totals, make sure you remove the adjustments and write offs for your total collections.
Printing or Saving
1. Close: Close the report
2. Print - you can select your printer
3. Print to Default Printer
4. Email - Send to the email address listed under your system set up settings
5. Send to FileVault - you can create a folder for your Scheduler Reconciliation Reports
This report is not a working report. Any changes made to the day you will have to re-run this report to reflect those changes.