The Appointment Status Report tells you in detail the financial status of every appointment in your practice. This report allows you to easily see the billing history for a client - including identifying billing discrepancies so that you can make the corrections you need.
1. Go to your Calendar homepage > Insights
2. Go to At-A-Glance on a client's Overview Page > Appointment Status Report
Note: Accessing the Appointment Status Report from a client's Overview page will only detail that specific client's billing history.
The default view of this report shows you the appointment details as well as the client's financial responsibility.
Set the appointments you'd like to display by adjusting the date range. You can also filter which appointments are displayed based on their status: Paid, Unpaid, Unbilled, and Overpaid.
You can click Include Insurance to display the Insurance Responsibility section of the report.
You can click Include Documentation to display the section of the report that details the status of Progress Notes.
You can filter appointments by individual client by clicking the client's name. On this page, you will notice that every appointment has a Details link attached to it.
Note: The Details link will only show up when you select to include insurance information.
By clicking on the Details of each appointment, you will have access to a consolidated Payment Overview page for each appointment. This page will give you access to Payment Reports (if available). It also includes direct links to the insurance payments associated with the appointment you're viewing, so you can easily make any adjustments if necessary.
You can easily identify an appointment that has an issue and make the adjustments from this report.
Finally, following these steps is often recommended to identify and fix billing discrepancies related to invoices using the Session Billing Status Report: