Statistical Analysis of Appointments Report

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

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

Help Guide for NextGen® Enterprise PM 8

Scheduling Reports

The Scheduling reports category includes various reports that you can use to review appointment information for patients in your practice. The reports can help you monitor and manage appointments and assist with your internal scheduling processes in NextGen® Enterprise PM. The following reports are available from the Reports > Scheduling menu: Appointments Listing Daily Appointments Day Timer First Third Available Kept Appointments w/ No Charges Multi Resource Statistical Analysis of Appointments Wait List Appointments Listing Report Daily Appointments Report Day Timer Report First Third Available Report Kept Appointments with No Charges Report The Kept Appointments with No Charges report shows patients that kept an appointment but had no charges entered. Multi Resource Report Statistical Analysis of Appointments Report Wait List Report Parent topic: System Generated Reports

Help Guide for NextGen® Enterprise PM 8

Statistical Analysis of Appointments Report Columns

The following columns are available on the Statistical Analysis of Appointments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the appointments Loc Name Service Location Name Appointments Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Res Name Resource Name Appointments Event Event Name Appointments Appt Date Appointment Date Appointments Beg Tm Begin Time Appointments End Tm End Time Appointments Dur Duration Appointments Nbr Sched Number Scheduled Calculated Nbr Kept Number Kept Number of appointments with Kept status Per Kept Percentage Kept Calculated Nbr Canc Number Cancelled Number of appointments with Cancelled status Per Canc Percentage Cancelled Calculated Nbr NS Number No Shows Number of appointments with No S

NextGen® Therapy Suite Help 30.3.13.0

Canceled and No-show Appointments

The counts in the Canceled Appts and Appt. no shows fields pull directly from NextGen® Enterprise PM. The count in Appt. no shows excludes today’s appointment and reflects all appointments that were not marked as "Kept". Note: See Cancel App Tracking Reasons on the System Config system template to configure which reasons for canceled appointments affect the “Canceled appointments count” on the NTS Homepage. Parent topic: Homepage Template

Statistical Analysis of Appointments Report

Recommendations

Kept Appointments with No Charges Report

First Third Available Report

Appointments Listing Report

Scheduling Reports

Statistical Analysis of Appointments Report Columns

Canceled and No-show Appointments

Kept Appointments with No Charges Report

First Third Available Report

Appointments Listing Report

Scheduling Reports

Statistical Analysis of Appointments Report Columns

Canceled and No-show Appointments