Scheduling Co-pay Report

With the Scheduling Co-pay Report, you can print a report that shows detailed co-payment information. This report includes co-payments that were entered in Patient Check In/Out and co-payments that have been posted to the account after being entered in Patient Check In/Out.

This report can be used to generate a DMS List. To activate this function you will need to add the report to the DMS Report Integration.

Data Field Information
Prompt Response Req Len
Begin with Doctor Code Type the code you want to begin with, or leave the field blank to start with the first code in the table. This field refers to the doctor that the patient is scheduled with.   4
End with Doctor Code Type the code you want to end with, or leave the field blank to end with the last code in the table. This field refers to the doctor that the patient is scheduled with.   4
Begin with Location Type the code you want to begin with, or leave the field blank to start with the first code in the table. This field refers to the location where the patient is scheduled.   10
End with Location Type the code you want to end with, or leave the field blank to end with the last code in the table. This field refers to the location where the patient is scheduled.   10
Begin with Date Type the date you want to begin with or click the calendar icon to select a date. This field refers to the schedule date.   10
End with Date Type the date you want to end with or click the calendar icon to select a date. This field refers to the schedule date.   10
Print in Doctor Order If you want to print the report in doctor order, select this check box. This field refers to the doctor the patient is scheduled with.   1
Print in Location Order If you want to print the report in location order, select this check box. This field refers to the location of the scheduled appointment.   1

You can print this report to Word by selecting the Microsoft Word via MyReports option, or to Excel by selecting the Microsoft Excel via MyReports option in the Printers dialog box and then retrieve the report from MyReports. For additional information about the available printing options, see Printing in CGM webPRACTICE.

Sample Report
This report includes the doctor and location information, the appointment date and time, and the patient's name and account number. It prints the expected co-pay amount stored in the Co-payment Amount $ field in the patient's Insurance Policy Information screen. It also prints the co-payment amount received and the type of payment, if any was entered for the patient appointment in the Patient Check In/Out function.