How do I retrieve a scheduling referrals report with g-code filters?

The Scheduling Referrals Report helps users track patient appointments, remaining visits, and referral details. By applying the appropriate filters, users can generate a detailed report based on appointment date or referral information. This ensures better scheduling management and accurate tracking of patient visits.

Steps to Follow:

Step 1: Log in to the application.

Step 2: Navigate to Reports >> Scheduling Reports >> Scheduling Referrals.

Step 3: Enter the required filters for the report:

• Filter Date On: Select "Appointment Date" or "Referral Date."
• Enter Date Range: Choose the From Date and To Date for the report.
• Filter Remaining Visits On: Select G-Code if applicable.
• Enter Visits Remaining: Choose the appropriate condition (e.g., Equal To).
• Select Clinician and Office: Use the dropdown options to refine the search.

Step 4: Click Print Report or Review Results to generate and view the report.

Note:

• If "Filter Date On" is set to Appointment Date, the Office filter is applied from scheduling.
• If "Filter Date On" is set to Referral Date, the Office filter is applied from patient information.