Scheduling Reports

Help Guide for NextGen® Enterprise PM 8

Kept Appointments with No Charges Report

The Kept Appointments with No Charges report shows patients that kept an appointment but had no charges entered. It is sorted by: Resource name Beginning time The report provides no totals. The application provides the option to show the patient chart balance (the total balance due for that patient chart) on the report and enables you to sort by the chart balance. You can show the patient self balance ( Pat Slf Bal) , which is that portion of the total balance due for which the patient is responsible. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and the select Kept Appointments w/no Charges. Kept Appointment with No Charges Report Columns Parent topic: Accounting for Kept Appointments Parent topic: Scheduling Reports

Help Guide for NextGen® Enterprise PM 8

First Third Available Report

The First Third Available Appointment report helps a practice identify the average number of days a patient must wait to see a resource for a specific type of appointment. The third next available appointment is used instead of the next available appointment because it is a more realistic depiction of how many days a patient would have to wait to see a provider. A measurement of only the next available appointment can easily be changed due to cancelations or other unexpected events. The settings you choose in Practice Preferences and Scheduling Administration determine the next third available appointment for the desired combination of patient, resource, and event. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select First Third Available. First Third Available Report Columns Setting Up Interval Overrides Enable Interval Overrides for the Practice Set Up Interval Overrides for a Resource Set Up Interval Overrides for an Event Run

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling

The following are the basic appointment scheduling functionalities in NextGen® Enterprise PM: Schedule appointments Modify appointments Reschedule appointments Cancel appointments Search and view appointments Print appointments The following additional functionalities may be included depending on the practice's workflows: Appointment Reminder Letters Appointment Waitlists Recall Plans Group Scheduling Add an Appointment You can schedule an appointment for an event or event chain for a selected resource. View Existing Appointments for a Patient Resizing the Add or Edit Appointment Window Mark an Appointment as Kept You can mark an appointment as kept either manually or through the auto-flow process. Modifying an Appointment Rescheduling an Appointment Removing an Appointment Retaining an Appointment Linking Appointments Confirming Appointments Scheduling Conflicts Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

Wait List Report

The Wait List report provides a listing of patients in the practice that are on a wait list. It differs from the Appointment Wait List Process report, because it shows all patients on a wait list, not just the Wait List Items that matched an open slot on the appointment schedule. Information from this report can help determine why a match wasn't found or which patients have been on a wait list for a long time. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select Wait List. Wait List Report Columns Parent topic: Scheduling Reports

Help Guide for NextGen® Enterprise PM 8

Statistical Analysis of Appointments Report

The Statistical Analysis of Appointments report gives counts of scheduled, kept, canceled, no-shows, and a percentage breakdown of kept, canceled, and no-shows. Deleted appointments can be included or not. The report is sorted by resource and appointment date, with total records shown for each resource. Note: Calculations for this report is done based on the appointment date. Ensure to include the appointment date column to get accurate results. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select Statistical Analysis of Appointments. Statistical Analysis of Appointments Report Columns Parent topic: Scheduling Reports

Help Guide for NextGen® Enterprise PM 8

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

Scheduling Reports

Recommendations

Kept Appointments with No Charges Report

First Third Available Report

Appointment Scheduling

Wait List Report

Statistical Analysis of Appointments Report

Appointments Listing Report

Kept Appointments with No Charges Report

First Third Available Report

Appointment Scheduling

Wait List Report

Statistical Analysis of Appointments Report

Appointments Listing Report