This report includes all clinical and billing activities.

Filtering options:

• Date range
• Provider

Excel spreadsheet fields:

• Appointment id - a unique ID code generate for each new appointment created in the system
• Appointment program - the program under which the appointment was scheduled
• Appointment client - client name
  
• DOB-date of birth
• SSN - client social security number
  
• Appointment payor - client's insurance company
• Appointment date
  
• Appointment time
• Appointment end
• Hrs - appointment duration, hours
• Minutes - appointment duration, minutes
  
• Copay
• Copay type
  
• Event type- type of appointment
• Appointment location
  
• Appointment status
  
• Appointment provider - name of provider scheduled with client
• Appointment form - clinical form associated with the appointment type
• Client gender
• Client race
  
• Client ethnicity
  
• Client address
  
• Client city
  
• Client state
  
• client zip
  
• Encounter date
  
• Encounter form
• Encounter form user
• Signature day
• Signature time
  
• Encounter form status
• Superbill day
• Superbill time
  
• Superbill end
• Superbill hour
  
• Superbill min
• Superbill status
  
• Superbill plan
  
• Institutional - true/false renders if the claim is submited to the payor under the agency NPI number rather than the provider's individual number
• CPT
• DX
• units
• type
  
• rate
  
• POS - place of service
• Location name
• Payor name
  
• Plan name
• Schedule name
• Provider name
• Billing provider
  
• NPI
• DOS - date of service
• Claim id
  
• CPT code
  
• CPT description
• DXccode
  
• DX description
• POS - place of service number
• Charge units
• Charge rate
  
• Charge total
  
• Charge paid date
  
• Charge paid
  
• Charge deducted
  
• Charge adjusted
  
• Charge copaid
• Charge writeoff
  
• Charge client paid
  
• Charge balance
  
• Client id
• Client name
  
• Policy number
• First claim
  
• Version info- If this superbill were deleted for any reason, it would show as such in this column