NextGen Knowledge Center

Appointments Listing Report

This listing report can be pulled daily to show who is scheduled, who needs to be confirmed, and what medical records to pull. It is sorted by resource name, appointment time, beginning time, and event. The only total is a count of appointments for each resource. You can run the Daily Appointments Listing report prior to the patients coming in to the office. This enables you to look at the patients' qualifying authorizations and referrals.

From the Report Filter: Appointments Listing under Filter 1 you can set the conditions for the data that you want to print on the Appointments Listing report by setting the Appt Statuses field as Cancelled, Expected, Kept, No Show, or Pending. To list appointments of all statuses, select <none> from the drop down box or leave the Appt Statuses field blank. The options are also available to display only, exclude, or include all statuses of Confirmed, Deleted, Rescheduled, and Retained appointments.

The application also provides the option to show the patient chart balance, which is the total balance, due for that patient chart, on the report and sort by it. You can show the patient self balance ( Pat Slf Bal) , which is that portion of the total balance due that the patient is responsible for.

To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select Appointments Listing.

From the Report Filter window, select the Info button to view the following information about the report:

Logic:
  • This report will display one line for each appointment created in the system if one resource is selected. If more than one resource is selected when creating the appointment, the report will repeat the appointment for as many resources selected.
  • Open slots that do not have an appointment scheduled will not be reported.
Filtering Info:
  • Appointment Date is the date the patient is expected to arrive.
  • Create Date is the date the current appointment was created/modified. Appointments that are changed are given a new “Create date”.
  • The Original Create Date column will display the date the appointment was originally created.
Common Uses:
  • Identify patients that have an upcoming appointment.
  • Review outstanding balances for upcoming appointments.
  • Review authorizations for upcoming appointments.
  • Monitor scheduling staff productivity.
  • Review reasons appointments were cancelled and/or rescheduled.
Balances to the Following Reports:
  • Informational purposes only. Not used for balancing.