Daily Appointment Details
Daily Appointment Details is the default Reports tab (/reports → /reports/daily-appointments). It shows one day’s schedule with insurance, copay, advance, self-pay, patient balance, collect-from-patient, reason, and status—so front desk and billing can review the day’s visits. Pick a date and appointment mode; practice/location come from the header. There is no export on this report.
Today's Schedule
| Time | Patient / DOB | Physician | Insurance | Co pay | Advance | Self Pay | Pt Balance | Collect From Patient | Reason | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| No appointments found for this date. | ||||||||||
Reports Module Overview
Reports (/reports) has two tabs: Daily Appointment Details and Daily Collection Report. Needs module Reports + View Reports, plus each tab’s operation. Without View Reports: You do not have permission to view Reports…. With View Reports but no tabs: You do not have permission to view any report tabs…. Super Admin sees both. Remittance Reports and Billing Transactions are under Billing—not here. Dashboard Inbox/Results/Orders are Dashboard permissions, not this module.
Daily Appointment Details Screen
Title shows Today’s Schedule or {date} Schedule. Needs Daily Appointment Details Tab. Data loads from appointment filter for the selected day (General and/or Service appointments). Select a practice in the header—optional locations narrow the list. Amber banner if no practice: Select a practice (and optionally location)…
Date and Appointment Type Filters
Date: single day (default today) via the schedule date picker. Appointment type: General & Service (both), General only, or Service type only. Changing date or mode reloads the schedule for that day.
Schedule Columns
Time · Patient / DOB · Physician Name · Insurance · Co pay · Advance Payment · Self Pay · Pt Balance · Collect from Patient · Reason · Status. Money cells can show the scheduled amount and Collected: $… when payment was taken. Footer totals Total and Collected for the money columns. Insurance visits emphasize copay/balance; Self Pay emphasizes visit fee—aligned with appointment Payment (Insurance vs Self Pay), not the Billing claims workqueue.
Practice and Location
Header clinic is required. Header location multi-select filters appointments to those locations. Wrong practice/location is a common reason the day looks empty when the calendar has visits.
No Export on This Report
Daily Appointment Details has no PDF/CSV/XLS export. For payment exports use Daily Collection Report (needs Export Report). For claim-level Excel use Billing → Transactions.
No Appointments Found
No appointments found for this date—no visits that day for the selected mode/practice/location, or practice not selected. Load errors show a red banner with the API message. Confirm date, General vs Service filter, and header clinic.
Permissions
Reports + View Reports + Daily Appointment Details Tab. Super Admin bypasses. This tab does not use Export Report.
Common Issues
(1) Select a practice…—header clinic missing. (2) Empty day—wrong date, Service vs General filter, or location filter. (3) Looking for ERA/claims—use Billing. (4) Looking for cash drawer export—use Daily Collection Report. (5) Tab missing—grant Daily Appointment Details Tab.