How to retrieve a scheduling vs transactions report with status selected seen?

Retrieving a scheduling vs transactions report allows users to compare scheduled appointments with actual transactions, helping in tracking discrepancies and ensuring accurate record-keeping.

Step 1: How Do I Log in to the Application?

1. Open the application on your device.
2. Enter your username and password.
3. Click on Login to access your account.

Step 2: Where Can I Find the Scheduling vs Transactions Report?

1. Navigate to the Reports section.
2. Select Scheduling Reports from the available options.
3. Click on Scheduling vs Transactions.

Step 3: How Do I Select the Required Fields?

To retrieve an accurate report, enter the necessary details:

• Start Date: (Required) or Select Clinician field.
• End Date: Select the appropriate date.
• Scheduling Status: Set to Seen.
• Select Clinician: (Required) or enter a date field.
• Select Office: Choose the office from the list.
• Include SOAP Notes: Check if needed.
• Matching Option: Select as per your requirement.

Step 4: How Can I Retrieve and Review the Report?

1. Click on the Preview Report button to retrieve the report based on the selected criteria.
2. Review the displayed report for accuracy.

Step 5: How Do I Print the Report?

1. Click on the Print Report button to generate a hard copy.

Step 6: How Can I Modify My Selections?

1. If you need to adjust your criteria or select different records, click the Clear button to reset selections.
2. Re-enter the required fields and retrieve the report again.