The Appointment Details Report provides a comprehensive breakdown of scheduled sessions, categorized into billable, non-billable, employee-wise, patient-wise, and overtime segments. This report helps in tracking appointments, ensuring accurate billing, and managing staff workload efficiently.
Report Sections
The report consists of the following sheets:
1. Billable
Displays all billable appointments.
Includes details such as patient name, provider, date, duration, and service type.
Used for tracking sessions that can be invoiced.
2. Non-Billable
Lists sessions that are not eligible for billing.
Helps in distinguishing between revenue-generating and non-revenue tasks.
3. Employee Wise
Breaks down appointments by employee.
Useful for evaluating staff workload and productivity.
Displays individual session statuses, including:
- Scheduled
- Rendered
- No Show
- Customized Status
4. Patient Wise
Organizes appointments based on individual patients.
Helps in reviewing patient-specific session history.
Displays session statuses, including:
- Scheduled
- Rendered
- No Show
- Customized Status
5. Overtime
Identifies sessions that exceed standard working hours.
Useful for tracking overtime hours and managing payroll adjustments.
Defines:
- Standard Work Week: Sunday to Saturday
- Standard Weekly Hours: 40 hours
- Overtime: Any hours exceeding 40 per week
