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The Appointment Listing report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). You must have the appropriate security access rights to view the data in the fields identified as protected content fields.
| Column Name | Description | Data Pulled From |
|---|---|---|
| Prac Name | Practice Name | Practice associated with the patient's appointment |
| Loc Name | Service Location Name | Add Appointment |
| Location SubGrp 1 | Location Subgrouping 1
| Locations Master File |
| Location SubGrp 2 | Location Subgrouping 2
| Locations Master File |
| Res Name | Resource Name | Add Appointment |
| Appt Dt | Appointment date | Add Appointment |
| Beg Tm | Begin Time | Add Appointment |
| End Tm | End Time | Calculated from Begin Time + Duration |
| Dur | Duration | Add Appointment |
| Pat Name | Patient Name | Add Appointment |
| Patient Group | Patient Group Name | Name of the Patient Group linked to a group appointment |
| Prim Care Phys | Primary Care Provider | |
| Desc | Patient Description | Add Appointment |
| Per Nbr | Person Number | Patient Information |
| Prev Last Name | Patient Previous Last name | Patient Information |
| SSN | Social Security Number | Patient Information |
| Pat Age | Patient Age | Patient Information |
| Birth Dt | Birth Date | Patient Information |
| Pat Age in Years | Patient age in years | Patient Information |
| Pat Age in Years (Date of Service) | Patient age in years on the date of service | Patient Information |
| Sex Code | Sex at Birth Abbreviation (M/F/U) | Patient Information |
| Sex | Sex at Birth | Patient Information |
| Expired | If patient is living or is deceased | |
| Addr1 | Line 1 of Address | |
| Addr2 | Line 2 of Address | |
| City, St, Zip | City, State, Zip code | |
| County | County of residence | |
| Event | Event | Appointment |
| Details | Details | Appointment |
| Wk Phone | Work Phone | |
| Contact Pref | Patient Contact Preference | |
| Home Phone | Home Phone | |
| Home Phone Pos | Home phone preference position | |
| Home Phone Comment | Home phone comments | |
| Day Phone | Daytime Phone Number | |
| Day Phone Pos | Daytime phone preference position | |
| Day Phone Comment | Daytime phone comments | |
| Alt Phone | Alternate phone number | |
| Alt Phone Pos | Alternate phone preference position | |
| Alt Phone Comment | Alternate phone comment | |
| Sec Hm Phone | Second home phone | |
| Sec Hm Phone Pos | Second home phone preference position | |
| Sec Hm Phone Comment | Second home phone comment | |
| Email Addr | E-Mail Address | |
| Email Addr Pos | Email address preference position | |
| Email Addr Comment | Email address comment | |
| Encounter | Encounter Number | Encounter Maintenance |
| Auth Cd (Lst Enc) | Displays the authorization Description field information from the Authorization Code Tracking window. | Encounter Maintenance |
| Case Nbr | Case Management Number | |
| Case Desc | Case Management Description | |
| Case Sts | Case Management Status | |
| Case Emp | Case Management Employer | |
| Case Eff Date | Case Effective Date | |
| Case Exp Date | Case Expiration Date | |
| Prim Case CSC Prog | Case Primary CSC Program | |
| Sec Case CSC Prog | Case Secondary CSC Program | |
| Ter Case CSC Prog | Case Tertiary CSC Program | |
| Reminder Type | EDI Appointment Reminder Type | NextGen EDI Messaging Console service_type_description |
| Reminder Method | EDI Appointment Reminder Method | NextGen EDI Messaging Console contact_type_description |
| Reminder Results | EDI Appointment Reminder Results | NextGen EDI Messaging Console completion_description |
| Appt Sched UD 1 - 8 | Appointment Scheduling User Defined 1 - 8 Fields
| Add Appointment |
| Sts | Status | Appointment
|
| Con | Confirmed | Add Appointment |
| Can | Cancelled | Add Appointment |
| Can Desc | Cancellation Description | Add Appointment |
| Rschd | Rescheduled | Add Appointment |
| Rschd Description | Rescheduled Description | Add Appointment |
| Kept | Kept Appt | Add Appointment |
| Pend | Pending | Add Appointment |
| Prc | Procedure With Resident | Add Appointment |
| Md Rc | Medical Record Number | Patient Chart |
| Md Rc Term Dig | Medical Record Terminal Digit
| Patient Chart |
| Guar Name | Guarantor Name | Guarantor Information |
| Guar Per Nbr | Guarantor Person Number | Guarantor Information |
| Guar Addr 1 | Guarantor Address line 1 | Guarantor Information |
| Guar Addr 2 | Guarantor Address line 2 | Guarantor Information |
| Guar City | Guarantor City | Guarantor Information |
| Guar State | Guarantor State | Guarantor Information |
| Guar Zip | Guarantor Zip Code | Guarantor Information |
| Guar Hm Phone | Guarantor Home Phone Number | Guarantor Information |
| Guar Day Phone | Guarantor Day Time Phone Number | Guarantor Information |
| Guar Relationship | Guarantor Relationship | Guarantor Information |
| Chart UD 1 - 8 | Chart User Defined 1 - 8 Fields
| Sub-Tab |
| Chkin Dt | Checkin Date and Time | Appointment Book |
| Chkout Dt | Checkout Date and Time | Appointment Book |
| E Time | Elapsed Time | Appointment Book |
| Payer Name (Lst Enc) | Payer Name for the last encounter | Encounter Maintenance |
| Fin Class (Lst Enc) | Financial Class for the last encounter. | Payers Master File |
| Pol Nbr (Lst Enc) | The policy number associated with the last encounter. | Encounter Maintenance |
| Payer Name (Cht Guar) | Payer Name listed on the patient chart as the guarantor. | Patient Chart |
| Fin Class (Cht Guar) | Financial Class associated with the guarantor. | Patient Chart |
| Pol Nbr (Cht Guar) | The policy number associated with the guarantor. | Patient Chart |
| Cht Bal | Patient Chart Balance | Patient Chart |
| Pat Slf Bal | Patient Self Balance | Patient Chart |
| Bad Debt | Bad Debt Balance | Patient Chart |
| Self Less Bad Debt | Balance Amount for the Guarantor less any bad debt amounts | Patient Chart |
| Task Cnt | Task Count | Worklog Manager |
| Pat Sts | Patient Status | |
| Pat Sts Rsn | Patient Status Reason | |
| Client Def 1 - 14 | Enterprise Client Defined 1 - 14 Fields
| |
| First Appt in Series | First Appointment in a Recurring Series (Y/N) | Appointment Book |
| Last Appt in Series | Last Appointment in a Recurring Series (Y/N) | Appointment Book |
| Num Appts | Total Number of Appointments on a Given Day | Modification Information |
| Other ID Nbr | An identifying Number other than the Medical Record or SSN | |
| External ID | External ID | |
| Crt Dt | Create Date | Appointment |
| Created By | Created By | Appointment |
| Mod Dt | Last Modified Date | Appointment |
| Modified By | Last Modified By | Appointment |
| Hid | Delete Indicator | Appointment |
| Last Visit Date | The date of the last encounter | Encounter Maintenance |
| Last Visit Loc Name | The location of the last encounter. | Encounter Maintenance |
| Total # of units/encounters remaining | The total number of units/encounters remaining | Encounter Maintenance |
| Authorizations | Authorizations | Encounter Maintenance |
| Referrals | Referrals | Appointment Book |
| Auth Cd (Lst Enc) | Authorization Code (Last Encounter) | Encounter Maintenance This column uses the last encounter to retrieve the last encounter number. |
| Referral Nbr (Lst Enc) | Referral Number (Last Encounter) | Encounter Maintenance |
| Auth Cd (Cht Guar) | Authorization Code (Chart guarantor) | Patient Chart This column uses the default chart guarantor to retrieve the authorization code and the referral for that default chart guarantor. |
| Referral Nbr (Cht Guar) | Referral Number (Chart guarantor) | Patient Chart This column uses the default chart guarantor to retrieve the authorization code and the referral for that default chart guarantor. |
| Pat Age in Months | Patient Age in Months | Patient Information |
| Pat Age in Years (DOS) | Patient Age in Years on the Date of Service | Patient Information |
| Pat Age in Months (DOS) | Patient Age in Months on the Date of Service | Patient Information |
| Mrkt Plan Name | Marketing Plan Name | Appointment |
| Mrkt Plan Type | Marketing Plan Type | Appointment |
| Mrkt Desc | Marketing Plan Description | Appointment |
| Mrkt Comments | Marketing Plan Comments | Appointment |
| Orig Crt Dt | Original Create Date | Appointment |
| Orig Created By | Original Created By | Appointment |
| Lst Enc Date | The Date of the Last Encounter Date | Encounter Maintenance |
| Lst Enc Loc Name | Last Encounter Location | Encounter Maintenance |
| Elig Status | Eligibility Verification Status | Encounter Maintenance |
| Elig Resp Status | Eligibility Verification Responsibility Status | Encounter Maintenance |
| Portal Enrollment | Patient Portal Enrollment Status indicates the patient's current NextGen® PxP Portal status. For more information, go to the NextGen Healthcare Success Community and download the NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM . | Patient Portal Enrollment Information |
| Patient Enrollment Response | Displays the patient's response for declining or deferring to enroll in NextGen® PxP Portal. |
|
| Notification Preferences | Patient selected Notification Preferences | field
|
| Gender Identity | Patient Gender Identity | Patient Information
|
| Sexual Orientation | Patient Sexual Orientation | Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field. |
| Preferred Pronoun | Patient Gender Pronoun | Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field. |
| Current Gender | Current Gender | Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field. |
| Pharmacy 1 Name | Pharmacy 1 Name | |
| Pharmacy 1 Phone Number | Pharmacy 1 Phone Number | |
| Pref Language | Preferred Language | Patient Information |
| Corr Language | Correspondence Language | Patient Information |
| Cost Est ID | Unique ID assigned to an estimate
| Estimate Patient Cost window |
| Cost Est Dt | Date on which the cost estimation gets created | Estimate Patient Cost window |
| Cost Est Ins Resp | Estimated amount the insurer is responsible to pay | Estimate Patient Cost window |
| Cost Est Pat Resp | Estimated amount the patient is responsible to pay | Estimate Patient Cost window |
| Cost Est Total | Total estimated cost of a service | Estimate Patient Cost window |
| Cost Est Paid Amount | Amount the patient has paid | Estimate Patient Cost window |
| Prim Appt Payer | Displays primary appointment payer name. | Appointment Lookup window |
| Prim Appt Payer Policy Number | Displays primary appointment payer policy number. | Insurance Maintenance window |
| Prim Appt Copay Amt | Displays the dollar value from the enterprise or practice level copay amount field. | Insurance Maintenance window |
| Prim Appt Copay Percent | Displays the percentage value from the enterprise or practice level copay amount field. | Insurance Maintenance window |
| Prim Appt Payer Ded Amt | Displays the value from the Deductible field for the primary insurance. | Insurance Maintenance window |
| Sec Appt Payer | Displays secondary appointment payer name. | Appointment Lookup window |
| Sec Appt Payer Policy Number | Displays secondary appointment payer policy number. | Insurance Maintenance window |
| Tertiary Appt Payer | Displays Tertiary appointment payer name. | Appointment Lookup window |
| Tertiary Appt Payer Policy Number | Displays Tertiary appointment payer policy number. | Insurance Maintenance window |
| Self Pay | Shows whether an appointment is self-pay.
| Edit Appointment window |
| Auth Code | Displays the authorization code for the most current authorization for the primary insurance attached to the appointment. | Authorization Code Tracking window |
| Auth Expiration Date | Displays the expiration date of the corresponding authorization information for the primary appointment insurance. | Authorization Code Tracking window |
| Auth Encounters/Units Left | Displays the number of encounters or units left for the corresponding authorization information for the primary appointment insurance. | Authorization Code Tracking window |
| Referral Nbr | Displays the referral number for the most current referral for the primary insurance attached to the appointment. | Referral Code Tracking window |
| Referral Expiration Date | Displays the expiration date of the corresponding referral information for the primary appointment insurance. | Referral Code Tracking window |
| Referral Enc/Units Left | Displays the number of encounters or units left for the corresponding referral information for the primary appointment insurance. | Referral Code Tracking window |
| Primary Appt Payer Contract | Displays whether primary appointment insurance is part of a contract on the appointments listing report. | Insurance Maintenance window |
| Financial Class | Displays the financial class of the primary insurance attached to the appointment. | Insurance Maintenance window |