Account Insights: Appointment Status

The Account Insights: Appointments page offers a comprehensive overview of your appointments, including essential details such as the date of service, client names, the assigned practitioner, appointment status, location, and other relevant information.

Filtering The Appointment Status Page

On the Account Insights Appointment Status page you can filter the time frame to review the appointment status within a specified time range.

You can also filter appointments by clinician using the filter icon.

Filtering appointment status by clinician

Information Provided on the Appointment Status Page

The following information will be displayed on this page:

Information Displayed	Definition
Date of Service	The date the session was on
Client	The person being seen
Practitioner	The clinician that the client is seeing
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 session took place
Services	The CPT code 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 patient
Client Responsibility	The amount of the bill the client pays
Client Paid	How much towards the bill the client has paid
Insurance Paid	How much the client's insurance has paid towards the bill
Credit Used	Any credit that the client has on their account that has been applied to any bills.

Downloading the Appointment Status Data

To the right of the filter options, you can download the data as a .csv file, allowing you to exclude specific parts of the data as needed.

You may filter by date or clinician and download the .CSV file.