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Sample Reports
Scheduling Report Samples Introduction
Extend Day Action Summary Sample
Amend Schedule Action Summary Sample
Report Samples
Amend Schedule Action Summary
Extend Day Action Summary
See Scheduling - Amend Layout Length of Day
Summary Report Sample
Save
Processes Menu
Process Control Options
Backing Up Preferences and Settings
Print View
Save
Button
Command
Data
Icon
Preferences and Settings
Record
Report to File
Report to Memory
Processes Menu
Process Control Options
Print View
Save a Print View Report
Icon
Save Options - Reporting Toolbar
Scanner - See Load Images from Scanner
Schedule - See Scheduling
Schedule Appointments - See Scheduling Window - Appointment Book Area
Schedule Formatting Menu
Scheduling Generate Availability Process
Scheduling Week Formatting Maintenance
Schedule Job Manager
Scheduled Appointment Detail Area in Patient Appointments Window
Scheduled Appointments Letters Menu
Scheduled Appointments List in Patient Appointments Window
Scheduled Appointments Menu
Scheduled Appointment Letters Create Workfile
Scheduled Appointments Print Letters Instructions
Scheduled Appointments Print Letters
Sample
Scheduled Appointments Print Letters Instructions
Scheduled Appointments Print Letters Sample
Scheduled Appontments Menu
Scheduled Time Accumulation - See Patient Accumulate Scheduled Time Option
Scheduler Window - See Scheduling - Appointment Scheduling Window
Scheduling
99 - Open Instructions
Overview
See Scheduling Fields
See Scheduling Maintenance
See Scheduling Miscellaneous
See Scheduling Reports
See Scheduling Window
See Scheduling Wizards
Scheduling - Appointment Book Tasks
Scheduling - See Batch Appointment Forms Instructions
Scheduling - See Scheduling Reports Menu
Scheduling - Setting Up Appointment Resources
Scheduling Appointment Category Maintenance
Scheduling Appointment Set Maintenance
Scheduling Appointment Type Maintenance
Scheduling Fields
Scheduling Additional Resource Is This Resource Active
Scheduling Extend Day Option
Scheduling Location Alternate Search
Scheduling Location Code
Scheduling Location Name
Scheduling Location Number of Rooms
Scheduling Operator Alternate Search
Scheduling Operator ID
Scheduling Operator Initials
Scheduling Operator Name
Scheduling Operator Passwords
Scheduling Override Alternate
Scheduling Override Description
Scheduling Override Last Year Total Occurrences
Scheduling Override Lifetime Total Occurrences
Scheduling Override Number of Occurrences MTD
Scheduling Override Number of Occurrences YTD
Scheduling Parameter End Time
Scheduling Parameter Set Name
Scheduling Parameter Start Date
Scheduling Parameter Start Time
Scheduling Print Amend Report Option
Scheduling Provider Alternate Name
Scheduling Provider Availability Generated To
Scheduling Provider Availability Purged To
Scheduling Provider Code
Scheduling Provider Color
Scheduling Provider Date Maintenance
Scheduling Provider Date Note
Scheduling Provider Insurance Expiration Date
Scheduling Provider Insurance Policy Number
Scheduling Provider License Expiration Date
Scheduling Provider License Number
Scheduling Provider Linear Override
Scheduling Provider Malpractice Dollar Limit
Scheduling Provider Name
Scheduling Provider Office Contact Person
Scheduling Provider Status Description
Scheduling Provider Status Icon
Scheduling Provider Status ID
Scheduling Resource Alternate Search Name
Scheduling Resource Appointment Total Duration
Scheduling Resource Description
Scheduling Resource Description Alternate Search
Scheduling Resource Description ID
Scheduling Resource Description Note 1 & 2
Scheduling Resource Master Clock Date
Scheduling Resource Master Clock Maintenance
Scheduling Resource Master Clock Resource Available
Scheduling Resource Master Clock Time Intervals
Scheduling Resource Master ID
Scheduling Resource Master Name
Scheduling Resource Post-Appointment Duration
Scheduling Resource Pre-Appointment Duration
Scheduling Resource Shift 1 & 2 Day End Time
Scheduling Resource Shift 1 & 2 Day Start Time
Scheduling Time Slot
Scheduling Time Slot # Preferred Appointments
Scheduling Time Slot Duration
Scheduling Time Slot End Time
Scheduling Time Slot Proc Count
Scheduling Time Slot Start Time
Scheduling Formatting Menu
Scheduling Generate Availability Process
Scheduling Maintenance
Scheduling Appointment Type Additional Resources Maintenance
Scheduling Provider Date Maintenance
Scheduling Provider Status Maintenance
Scheduling Provider Maintenance
Scheduling Specialty Maintenance
Scheduling Operator Maintenance
Scheduling Resource Master Maintenance
Scheduling Override Code Maintenance
Scheduling Appointment Type Maintenance
Scheduling Cancel Code Maintenance
Scheduling Reschedule Code Maintenance
Scheduling Resource Master Clock Maintenance
Scheduling Resource Description Maintenance
Scheduling Setup Maintenance
Scheduling
Appt Type Additional Resources Maintenance
Provider Status Maintenance
Resource Description Maintenance
Scheduling Appointment Type Maintenance
Scheduling Appointments Amendment Action
Scheduling Cancel Code Maintenance
Scheduling Location Maintenance
Scheduling Operator Maintenance
Scheduling Override Code Maintenance
Scheduling Provider Date Maintenance
Scheduling Provider Maintenance
Scheduling Reschedule Code Maintenance
Scheduling Resource Master Clock Maintenance
Scheduling Resource Master Maintenance
Scheduling Specialty Maintenance
Setup Maintenance
Scheduling Maintenance Menu
Scheduling Appointment Category Maintenance
Scheduling Appointment Set Maintenance
Scheduling Appointment Category Maintenance
Scheduling Appointment Set Maintenance
Scheduling Meetings Procedure
Scheduling Miscellaneous
Control Menu - See Side Panel
Left Pane - See Side Panel
Scheduling Preferences - See Preferences - Overview
Scheduling Preferences - See Preferences - User Scheduling Preferences Area
Scheduling Reports
Scheduling Reports Overview
Lab Labels Sample
Encounter Form/Superbill Form Sample
Scheduling
Daily Schedule Report Instructions
Print Appointment Forms
Instructions
Scheduling Reports Menu
Daily Schedule Report Instructions
Override Report Instructions
Daily Appointment Report Instructions
Cancelled Appointments Report Instructions
Cancelled Appointments Report Instructions
Override Report Instructions
Scheduling Reports Menu
Scheduling Week Formatting Maintenance
Scheduling Window
INSight Toolbar
Side Panel
Patient Reference Panel
Scheduling - Check In Status Window Parameters Area
Scheduling - Check In Status Window Appointment List Area
Scheduling - Check In Status Window Change Status Area
Scheduling - Amend Layout Overview
Scheduling - Recurring Appointment Scheduler Window
Scheduling - Amend Layout Length of Day
Scheduling - Force Appointment Window
Scheduling - Floating Appointment Detail Window
Scheduling Window - Recalls List Area
Scheduling
Scheduling Parameters Panel
Scheduling - Amend Layout Selection
Scheduling - Parameter Selection Window
Open Scheduling
New Patient Appointment Search
Patient Appointments Window - Scheduled Appointment Detail Area
Scheduling - Recall Audit Trail Window
Patient Appointments Window - Overview
Scheduling - Amend Layout Appointment Type and Location
Scheduling - Amend Layout Step-By-Step Examples
Scheduling Window - Reschedule Appointments List Area
Scheduling - Appointments Exist Notice
Patient Appointments Window - Canceled Appointments List Area
Scheduling Window - Overview
Patient Appointments Window - Toolbar
Scheduling Window - Toolbar
Patient Appointments Window - Scheduled Appointments List Area
Scheduling - Check In Status Window Overview
Scheduling - Calendar Pop-Up
Scheduling Window - Detail Panel
Scheduling Window - Appointment Book Area
Scheduling - Appointment Notes Area
Scheduling - Appointment Override Window
Scheduling - Appointment Cancel Window
Scheduling - Zoom View Window
Scheduling Window - Appointment Detail Area
Scheduling - Appointment Audit Trail Window
Scheduling - Provider Status Inquiry Window
Scheduling - Resource Viewer
Scheduling - Appointment Scheduler Window
Scheduling - Reschedule Appointment Window
01 - Overview
01a - Open Instructions
02 - Side Panel
02a - INSight Toolbar
02b - Patient Reference Panel
02c - Scheduling Parameters Panel
03 - Scheduling Window - Overview
03a - Scheduling Window - Toolbar
03b - Scheduling Window - Appointment Book Area
03c - Scheduling Window - Detail Panel
03c1 - Scheduling Window - Appointment Detail Area
03c2 - Scheduling Window - Reschedule Appointments List Area
03c3 - Scheduling Window - Recalls List Area
Amend Layout
Scheduling - Amend Layout Overview
Scheduling - Amend Layout Length of Day
Scheduling - Amend Layout Selection
Scheduling - Amend Layout Appointment Type and Location
Scheduling - Amend Layout Step-By-Step Examples
Appointment Audit Trail Window
Appointment Cancel Window
Appointment Notes Area
Appointment Override Window
Appointment Scheduler Window
Appointments Exist Notice
Calendar Pop-Up
Check In Status Window
Scheduling - Check In Status Window Parameters Area
Scheduling - Check In Status Window Appointment List Area
Scheduling - Check In Status Window Change Status Area
Scheduling - Check In Status Window Overview
Floating Appointment Detail Window
Force Appointment Window
New Patient Appointment Search
Parameter Selection Window
Patient Appointments Window
Patient Appointments Window - Scheduled Appointment Detail Area
Patient Appointments Window - Overview
Patient Appointments Window - Canceled Appointments List Area
Patient Appointments Window - Toolbar
Patient Appointments Window - Scheduled Appointments List Area
Provider Status Inquiry Window
Recall Audit Trail Window
Recurring Appointment Scheduler
Referral Authorization Search
Reschedule Appointment Window
Resource View
Zoom View Window
Scheduling Wizards
Check-In New Patient Wizard - Overview
Check-In Patient Wizard
Register New Patient Wizard - Overview
Register Patient Wizard - Overview
Scroll
Definition
Search
Glossary of Terms
Search Conditions
Search
Advanced Functions
Search Conditions
Search
Basic Functions
Build Type
Button
Classic
Criteria
Definition
Function
Search Conditions
Search
Icon
List
Narrow Selection
Routine
Search Conditions
Search
Semantic
Web Help
Web Help Navigation Pane
Search - See Also Classic Patient Search
Search - See New Patient Appointment Search
Search - See Referral Authorization Search Window
Search Build Parameter
Search Description - See Procedure Alternate Sort/Search Description
Search List Shortcut Menu
Security
System Security
Sign On
Field Description - Console Item Security
Console Item Security
Select
Definition
Selected Charges Balance - See Payment Entry - Selected Charges Balance
Selected Letter Writer Letter Sample - See Letter Writer Letter Sample
Semantic Search
Send - See Electronic Billing Send
Sequence File - See Carrier Code Sequence File
Sequence Number - See Carrier Code Sequence Number
Sequence Number - See Payment Entry Batch Sequence Number
Series Number - See Carrier Code Series Number
Service Date
Definition
Service Date - See Charge Service Date
Service Date Line Entry Option - See Charge Entry Service Date Line Entry Option
Service Days - See Charge Number of Service Days
Services MTD - See ATB Category Services MTD
Services MTD - See Department Services MTD
Services MTD - See Group Services MTD
Services MTD - See Location Services MTD
Services MTD - See Provider Services MTD
Services YTD - See ATB Category Services YTD
Services YTD - See Department Services YTD
Services YTD - See Group Services YTD
Services YTD - See Location Services YTD
Services YTD - See Provider Services YTD
Session
Definition
Set a Range - Report Writer
Set a Range List - Report Writer
Set Column Size
Search List Shortcut Menu
Shortcut Menu - Mouse Right-Click
Search
Set ID - See Appointment Set ID
Set Range to All - Report Writer
Set Up For Institutional Electronic Billing
Setting
Search Build Type
Setting Up Appointment Resources in Scheduling
Setting Up New Carriers for GUI Electronic Billing
Settings
System Parameters
Printer Setup
Client Options Menu
Printer
Settings Menu
Client Options Menu
Printer Setup
Setup
System Parameters
Printer Setup
Printer
Setup - See Electronic Billing Setup
Setup Date - See Electronic Billing Setup Date
Setup Error Messages - See Electronic Billing Common Error Messages
Setup Maintenance in Scheduling
Sex Code - See Patient Sex Code
SHIFT
Function Key Programming
Shipping Address
NDS
Shortcut
Shortcut Key
Keyboard Shortcuts Chart
Keyboard Shortcuts
Shortcut Menu
Glossary of Terms
Shortcut Menu - Mouse Right-Click
Data Entry Guidelines
Definition
Show Navigation Pane
Shut Off the Provider Federal ID - See Provider Set File Maintenance to Shut Off the Federal ID and the UPIN Number
Shut Off the Provider UPIN - See Provider Set File Maintenance to Shut Off the Federal ID and the UPIN Number
Side Panel
Side Panel
Patient Reference Panel
Scheduling Parameters Panel
Flip Control Menu
Menu Tree
Patient Patient Reference Panel
Patient Status Bar
Scheduling Parameters Panel
Tips for Entering the Patient Account Number
Wizard Control Menu
Sign In
Sign On
System Security
Sign On
Signature Source - See Patient Signature Source
Single-Payer System
Definition
Sliding Scale Fees
Definition
Social Security Number - See Patient Social Security Number
Social Security Number Validation Area in Patient Wizards
Software
Changes
Modifications
Release Notes
Updates
Sort
Special Functions
Specialty - See Group Set Specialty
Specialty - See Provider Set Specialty
Specialty Alternate Description
Specialty Code
Field Description - Specialty Code
Field Description - Specialty Code
Specialty Maintenance - See Scheduling Specialty Maintenance
Specifics - See Patient Entry - Patient Specifics Window
Split Tickets
Definition
Spreadsheet - Microsoft Excel
SSN - See Patient Social Security Number
SSN Validation - See Patient Wizards - Social Security Number Validation
Stack Windows
Standard Fee - See Procedure Standard Fee
Standard Maintenance
Referral Force Maintenance
Procedure Maintenance
Group Maintenance
Insurance Set Maintenance
ATB Category Maintenance
City/State/Zip Maintenance
Department Maintenance
Diagnosis Maintenance
Employer/Lawyer Maintenance
Group Maintenance
Insurance Maintenance
Location Maintenance
Place of Service Maintenance
Procedure Maintenance
Provider Maintenance
Referral Force Maintenance
Referral Maintenance
Relationship Maintenance
Remarks Maintenance
Type of Service Maintenance
Standard Maintenance Menu
Transaction Code Maintenance
Procedure Set Maintenance
Provider Set Maintenance
Group Set Maintenance
Location Set Maintenance
Standard Maintenance Menu
Location CLIA Number Maintenance
Referral Set Maintenance
Race Maintenance
Language Maintenance
Ethnicity Maintenance
Country Maintenance
Ethnicity Maintenance
Group Set Maintenance
Insurance Set Maintenance
Language Maintenance
Location CLIA Number Maintenance
Location Set Maintenance
Procedure Set Maintenance
Provider Maintenance
Provider Set Maintenance
Race Maintenance
Referral Set Maintenance
Transaction Code Maintenance
Start Date - Scheduling Parameter Start Date
Start Time - See Scheduling Parameter Start Time
Start Time - See Scheduling Resource Shift 1 & 2 Day Start Time
Start Time of Time Slot - See Scheduling Time Slot Start Time
Starting Web Help
Welcome to Web Help
Web Help - Starting Web Help
State - See ATB Category State
State - See Employer/Lawyer State
State - See Group State
State - See Insurance State
State - See Location State
State - See Patient State
State - See Provider State
State - See Referral State
State Name
Statement Billing Date
Statement Date - See Patient Statement Date
Statement Tracking Inquiry - See Patient Entry - Credit Messages Window
Statements - See INSight Statement Parameters Maintenance
Statements - See Patient Statements Print
Statements Allowed - See Patient Allowed Statements
Status
Processes Menu
Process Control Options
Process
Processes Menu
Process Control Options
Status - See Appointment Status
Status - See Patient Referral Authorization Status
Status - See Patient Status
Status - See Scheduling Provider Status ID
Status Bar
Patient Status Bar
Glossary of Terms
Data Entry Guidelines
Definition
Status Description - See Scheduling Provider Status Description
Status for Provider - See Scheduling - Provider Status Inquiry Window
Status Icons - See Appointment Icons
Status Time - See Appointment Status Time
Steps Area in Wizard
Student Status - See Patient Student Status
Style
Window Style Parameters
Subscriber
Definition
Suffix - See Patient Suffix
Summary - See Patient Summary Inquiry
Summary Report
Sample
Superbill - See Encounter Form
Superbill - See Patient Wizards - Print Appointment Forms Area
Superbill - See Print Appointment Forms Instructions
Superbill Number - See Encounter Number
Supervising Provider - See Provider Code
Support
See Technical Support
Symptoms From Date - See Patient Referral Authorization Symptoms From Date
Symptoms to Date - See Patient Referral Authorization Symptoms to Date
System Parameter
System Parameters
Glossary of Terms
System Parameters
Data Entry Guidelines
Definition
System Parameters - See Communications System Parameters Maintenance
System Security
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