Release Notes August 2023

• Hover over the Analytics icon and click on Appointments. The All Appointments page opens by default.
  1. Refresh Data: Click to refresh the appointments report data.
  2. Download CSV: Click to download the All Appointments report as a CSV file.
  3. Filters: By default, all appointments for the current day display.
     • To filter by specific criteria: 
       • Appt ID: Enter the appointment ID number.
       • Start Date and End Date: Enter or select a specific date range. 
         Note: The date range cannot be greater than 60 days.
       • Patient: Click the drop-down to start typing the patient name to select.
       • Provider: Click the drop-down to select one or more providers.
       • Appt Status: Click the drop-down to select one or more appointment statuses.
     • To reset the filters back to the default settings, click Reset Filters.
     • To view all available filters for additional customization, click All Filters.
  4. Columns:
     • To sort by ascending or descending, hover over the column header and click the arrow.
     • To unsort, pin, hide or manage columns, hover over the column header and click the more options icon.
  5. Appointment Details: Displays the Appt ID, Appt Date, Time, Patient, Home Phone, Mobile Phone, Provider, Service Location, Appt Reason, and Appt Status.
     • To open, view/edit the appointment details, click the Appt ID number.
     • To open and view the Patient Facesheet, click the Patient name. 
  6. Right side more options icon: To create a charge for the appointment, open to view/edit appointment details, or update the appointment status, hover over and click the more options icon.
  7. Pagination: By default, each page displays up to 20 appointments.
     • To change how many appointments are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100.
     • To navigate forward or back, click the arrows.

Navigate Missed Charges Report

• Hover over the Analytics icon and click on Appointments. Then, click on Missed Charges. The Missed Charges report displays.
  1. Refresh Data: Click to refresh the appointments with missing charges report data.
  2. Download CSV: Click to download the Missed Charges report as a CSV file.
  3. Filters: By default, all appointments with missing charges within the past 60 days display.
     • To filter by specific criteria:
       • Appt ID: Enter the appointment ID number.
       • Start Date and End Date: Enter or select a specific date range. 
         Note: The date range cannot be greater than 60 days
       • Patient: Click the drop-down to start typing the patient name to select.
       • Provider: Click the drop-down to select one or more providers.
       • Appt Status: By default, Scheduled, Reminder Sent, Confirmed, Checked In, Roomed, Checked Out, Needs Reschedule, Ready To Be Seen, and Tentative are selected. Click the drop-down to select or clear one or more appointment statuses.
     • To reset the filters back to the default settings, click Reset Filters.
     • To view all available filters for additional customization, click All Filters.
  4. Columns:
     • To sort by ascending or descending, hover over the column header and click the arrow.
     • To unsort, pin, hide or manage columns, hover over the column header and click the more options icon.
  5. Appointment Details: Displays the Appt ID, Appt Date, Time, Patient, Provider, Service Location, Appt Reason, and Appt Status.
     • To open, view/edit the appointment details, click the Appt ID number.
     • To open and view the Patient Facesheet, click the Patient name. 
  6. Right side more options icon: To create a charge for the appointment, open to view/edit appointment details, or update the appointment status, hover over and click the more options icon.
  7. Pagination: By default, each page displays up to 20 appointments.
     • To change how many appointments are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100.
     • To navigate forward or back, click the arrows.