OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Custom Reports
Chapter 13 Creating & Printing Reports & Statements
To create and print custom appointment reports
Open the Patient and Insurance Aging Reports window. For more information,
on opening the window go to To open the Custom Reports window on page
525.
Select Appointment Reports from the Report Name list.
Click Open.
The Appointment Scheduler Reports window opens.
To open previously saved report settings, go to To load saved custom report
settings on page 528, and then skip to step 14
Select a report from the Report Type drop-down menu.
Appointments Scheduled with Insurance. Lists the insured patients who have
appointments during the given time period. The report list the patients, the
insurance carrier, guarantor, birth date, insured ID number, policy group
number, and relationship to the insured.
Select the level of detail that you want to display in the report from the Report
Detail drop-down menu.
Select a date range from which to calculate commissions:
Select a range from the Span drop down menu and use the left and right
arrows to advance the time period.
OR
Enter beginning and ending dates in the date range fields.
Refine the report results by selecting the report options, as needed:
a. Click the Report Options tab.
b. Select the Select Only Patients with Insurance Requiring
Eligibility check box to list patients whose insurance plan requires
536 OfficeMate Home Office User’s Guide