Appointments Report

Accessing the Appointment Report

1. CR Dashboard.
2. Select Reports from the menu.
3. The Reports screen will display.
4. Select Appointments report from the Available Reports section.
   1. The Appointment Report will display.

The Appointments screen has the following sections:

• Available fields
• Available sub-sections (these will only display as PDF or HTML outputs)
• Report Data Range
• Filters
• Settings

Available Fields

This area will list the fields which are available in the report output. They can be selected/ deselected accordingly.

Available Sub-sections

This area will list the available sub-ections for the report:

• Allergies
• Alerts
• Notices

These can be selected / deselected depending on your requirements.

Reversing an Invoice

1. From the Patient record, select the invoice to be reversed.
2. Select the Reverse button (at the top of the page, under the patient banner).

Paying in Full

1. From the Patient record, select the invoice to be paid in full.
2. Select the Pay in Full button (at the top of the page, under the patient banner)
   1. The Payment screen will display.
3. In the Transaction section, select the Method of payment and amount
4. If the payment is being made by multiple methods (e.g., credit card & cash) select the Advanced button
   1. This allows a split payment to be entered. 
5. Select Add Transaction to Receipt.
6. Once all payment methods are entered, select Create Receipt or Receipt and Claim button.

Paying Out Of Pocket

1. From the Patient record, select the invoice to pay out of pocket on.
2. Select the Pay Out Of Pocket button (at the top of the page, under the patient banner).
   1. The Payment screen will display.
3. In the Transaction section, select the Method of payment and amount.
4. If the payment is being made by multiple methods (e.g., credit card & cash) select the Advanced button.
   1. This allows a split payment to be entered. 
5. Select Add Transaction to Receipt.
6. Once all payment methods are entered, select Create Receipt or Receipt and Claim button.

Printing an Invoice

1. From the Patient record.
2. Select Invoices and Credits.
3. Select the Show button next to the Invoice.
   1. The invoice will display.
4. Select the Print button (at the top of the page, under the patient banner).
   1. The Invoice will either auto print or download for printing depending on your settings. 

Claim an Invoice

1. From the Patient record, select the invoice to pay out of pocket expenses on.
2. Select the Claim button (at the top of the page, under the patient banner).
   1. This will display the Claims screen.
3. Select Patient Claim Interactive button.

Printing a Receipt

1. From the Patient record.
2. Select Invoices and Credits.
3. Select the Show button next to the Receipt.
   1. The Receipt will display.
4. Select the Print button (at the top of the page, under the patient banner).
   1. The Receipt will either auto print or download for printing depending on your settings.