Schedule Report Updates
Multi-Provider Basic Scheduler Report
SOAPware has added some new features to the Advanced Schedule report that allows the user to run both a Basic Report and Extended Report (contains financial information) on multiple Providers/Resources.
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To access the Advanced Schedule report, open the Scheduler, then click on Scheduler > Reports > Print Advanced Schedule.
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Select either Basic or Extended Report and choose to sort by either Provider/Resource or Time of appointment.
The Basic Report includes the following data:
- Appointment Time
- Patient Name
- Phone Number
- Provider/Resource Name
- Appointment Scheduplate
- Appointment Status
- Comments
The Extended Report includes the following data:
- Appointment Time
- Patient Name
- Account Number
- Age
- Phone Number
- Provider/Resource Name
- Appointment Scheduplate
- Appointment Status
- Comments
- Primary Insurance
- Secondary Insurance
- Patient Balance
Rename the Simple Schedule to Extended Schedule
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The Simple Schedule report has been renamed to Extended Schedule. This report will allow the user to run the appointment schedule for a single provider/resource and it will include the following data elements:
- Appointment Time
- Patient Name
- Account Number
- Age
- Phone Number
- Provider/Resource Name
- Appointment Scheduplate
- Appointment Status
- Comments
- Primary Insurance
- Secondary Insurance
- Patient Balance