📝 Overview
This guide provides clear, step-by-step instructions for configuring your system to use the Health Check Appointments Missing Charges report effectively. The report helps identify appointments that occurred without an associated charge, allowing you to efficiently catch and address these issues after each shift or at the end of the day.
Accessing your Health Check Report
Navigate to your Live Location, Reporting, Simple Reporting, Health Check.
Background on Health Check Report
This Health Check Report pulls data from two locations that need to be configured in order for this report to remain accurate.
The charge being organized into a category in System Configuration, Tracking and Reporting.
Linking that charge to the Valid Charge Types field in Appointment Settings.
This article is going to focus on the second configuration in Appointment Settings.
Please see other resources on Tracking and Reporting Configuration if you have further questions about the first step in this process.
1. Accessing and Configuring your Tracking and Reporting
Navigate to your System Dashboard, System Settings, System Configuration, Tracking and Reporting Configuration.
In Tracking and Reporting, each charge that you have set up needs to be organized into categories.
Examples of categories may be:Chiropractic Visit
New Patient Visit
Exam
Re-exam
Acupuncture
How to Assign each charge to a Category:
Click into the relevant category (ie Chiropractic Visit) and start typing the charge/service name to include it in the group.
Please see other resources on Tracking and Reporting Configuration if you have further questions about the other settings in this section.
2. Accessing and Configuring Valid Charge Types for Appointments
Navigate to your System Dashboard, System Settings, Appointment Settings, Appointment Types, click on the Appointment you would like to edit.
Locate the Valid Charge Types field.
Select the Charge Categories to match the ones you set up in Tracking and Reporting.
For example, your Adjustment would be linked to the Chiropractic Encounter so the system recognizes valid charges for adjustments.
Repeat this process for all relevant appointment types:
Example: New patient appointments, link corresponding new patient charge categories.
Example: Exam appointments, link the exam category.
For specialty appointments (e.g., acupuncture), ensure a charge group is assigned.
NOTE: If no charge group is connected to an appointment type, every appointment of that type will be flagged as missing a charge on the report.
✅ Key takeaways
Proper configuration of tracking and reporting categories is essential for accurate reporting.
Assigning valid charge types to appointment types links charges with appointments for error-free billing.
Charges not mapped correctly or appointment types left unconfigured will result in persistent missing charges on the Health Check report.
Regularly review your setup to reflect any workflow or service changes.
📌 Conclusion
By following these steps to configure your system's tracking, reporting, and appointment settings, you ensure that the Health Check Appointments Missing Charges report delivers accurate, actionable information. This enables you to easily track appointments without charges and maintain robust, up-to-date billing practices.