Insights: Appointment Status

The Appointment Status report offers a comprehensive overview of client appointments, essential details such as the date of service, client names, the assigned practitioner, appointment status, location, and other relevant information.

Download: You may download this and all reports to .CSV by clicking the Download button in the upper right corner of the report.

Sorting: You may also sort by any of the columns except Services by clicking on the column header once for ascending order or twice for descending order.

Filtering: To adjust the timeframe, you can filter on the date fields using the drop-down of common periods, or click on the start and end dates for a specific time period. Additional filtering includes practitioner, client name, appointment status, service location, and bill status.

The following information is displayed in this report:

Information Displayed	Definition
Date of Service	The date the appointment occurred
Client	The client that was seen
Practitioner	The practitioner for the appointment
Status	The status of the appointment Pending Notes: Appointment completed but notes need to be completed by clinician Notes Complete: Appointment completed and notes completed No show: Client did not show up for session Therapist Canceled: The clinician has canceled the session Late Cancel: The client canceled session later than the policy states
Location	Where the location the appointment took place
Services	The CPT code(s) of the service
Fee	The cost of the session
Bill Status	Whether a session was unbilled, open, or completed. Unbilled: Client has not received a bill or bill has not been generated Open: Bill has been generated and waiting for payment Completed: Bill has been generated and payment as been collected
Bill Amount	The amount that was billed to the client
Client Responsibility	The total price of the service(s) for the appointment
Client Paid	The amount the client has paid towards the bill
Insurance Paid	The amount insurance has paid towards the bill
Credit Used	Any credit that has been applied to the bill

In this report, you may filter by date, practitioner, client name, appointment status, service location, and bill status, sort by any of the columns except Services, and download the results to a .CSV file.