Reconciliation Report

The Reconciliation report gives an overview of all appointments that were created and released as encounters to the EHR and Billing systems. View the current encounter and appointment statuses along with their ID's to easily track the released appointments.

If you are not using the Scheduler and EHR solutions, appointment status and EHR details will not populate.

Creating a Reconciliation report

Click Reports and then select All.

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Click Reconciliation Report located under the Miscellaneous Reports section.

Select the date for which the report needs to be generated.

Click Run Report.

Understanding the Reconciliation report

The Reconciliation report displays the appointment ID and status of the appointments that were released with Check-In Completed status on the selected date.

Once the encounter is created in the EHR and released to the Billing system, the associated encounter ID's and statuses will appear in their respective columns.

 

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