Overview

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