Generating the Appointments with Missing Eligibility Report

The Appointments with Missing Eligibility Report lists appointments with missing insurance/subscriber IDs and insurance authorization numbers. Use this report to call the appropriate insurance companies and obtain IDs and authorizations for the patients before their appointments.

1. Click Reporting and select Standard Reports.
2. Click Appointments Reports.
3. Click Appointments with Missing Eligibility Report.
4. Enter the date range to print, or select dates from the calendar.
5. Select the Carrier.
6. You can select as many carriers as needed.
7. Click Generate Report.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
8. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.