Appointment Encounter Status Report

This report was created to complement the Patient List Enhancements feature. Encounter Status and DOS Discrepancy data will only display for appointments with a date of service on or after April 26, 2019.

1. From the Reporting Tool, go to Reports > Appointment Encounter Status
2. Select an Appointment List user or leave defaulted to All users
   1. Selecting an Appointment List user filters the report to display appointments scheduled for the selected provider or resource
3. Select an Appointment Date Range:

   1. Select an option from the list of pre-defined date ranges

      or

   2. Populate the date fields to specify a date range
4. Select an Encounter Status or leave defaulted to All
5. Optional: select the DOS Discrepancies checkbox to only display appointments whose scheduled date differs from its encounter date
6. Select a Sort By value for the report output
7. Click Create Report

Note

	Reports with an extensive amount of data are unable to be generated as a PDF and will require the user to export the report to view the data.

The Appointment Encounter Status report will display the encounter Date, the user for the selected appointment List , Patient Name and Account Number, Encounter Status, and DOS Discrepancy status.

An Encounter Status of "None" indicates an encounter was not created for the appointment.

Generated report data can be exported and saved outside of Sevocity to a destination selected by the user, such as a network drive or local machine.

1. From the report, click Export
2. Select a location to save the file and type a File Name
3. Click Save

   1. The data will be saved as a comma delimited file (.csv)

      

4. Click OK to acknowledge the export is complete

   

Why is the Export Button Disabled?

The Export button becomes enabled only if there is data in the generated report.