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Reports - Appointment Charges

The Appointment Charges report tracks patient appointments whose start dates are within the set date range, and then checks that date for any matching charges with a procedure date of that day, along with patient payments tied to those charges.

The Appointment Charges report was introduced in MacPractice Build 12.15 and later.

Filters

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As with many of our reports, you can configure your filters in the top half of the Appointment Charges window. 

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  • Filter Appointment Status: Filters the report by the Status of the updated appointment.
  • Filter Appointment Types: Filters the report by the Appointment Type of the updated appointment.
  • Filter Appointment Resources: Filters the report by the Resource of the updated appointment.
  • Appt/Procedure Start Date/End Date: Allows you to set the date range for the report's results.
  • Patient Transaction Status: This toggle allows you to control whether patient appointments are included or excluded from the report if a charge is present on that same procedure day. 

Results

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  • Appt/Procedure Date: The Appt or Procedure Date in question.
  • # of Patients: The number of patients that fit the search criteria on this particular day. This pulls off of the procedure date.
  • Patients With Charges: The number of patients that already have a charge added on that procedure date.
  • Fee Total: The total Fee assessed for that procedure date.
  • Patient Payment Total: The total of all patient payments on that given day.
  • % Charged: The percentage of the number of patients WITH charges present for this appt/procedure date.
  • Patients Without Charges: Tracks the number of patients with no charges present. 

First Expansion

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  • Patient Last, First: The Last and First Name of the Patient in question.
  • Patient #: The patient's account number in MacPractice.
  • Appointment (Status): The Time and Status of the Appointment(s) in question. 
  • Charged: This column will display Yes if there are charges present with the same procedure date as the appt date for this patient.
  • Fee Total: The total fees assessed for charges present on this date for the patient in question. 
  • Patient Payment: The amount of all patient payments on the day in question tied to this patient.

Second Expansion

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  • Code: The Procedure Code for the charges in question for this patient.
  • Description: The description of the procedure code.
  • Fee: The Fee for the Procedure code.
  • Patient Payment: Any patient payments tied to this charge.

 

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