1. Overview
Purpose:
This report shows the appointment-related custom field information for appointments during a selecteddate range.
Target Audience:
Billers, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Exports >> Export Appointment Custom Fields Information
3. Report Filters & Parameters
| Filter Name | Description |
| Appointment Date | Restricts results to a selected date range |
| Appointment Type | Restricts results to one or more appointment type |
| Resource | Restricts results to one or more resource |
| Location | Restricts results to one or more location |
| Insurance Carriers | Restricts results to one or more insurance carriers |
4. Output Columns
| Column Name | Description |
| SCHEDID | System generated schedule ID |
| ACCTNO | Patient account number |
| LASTNAME | Patient last name |
| FIRSTNAME | Patient first name |
| APPTDATE | Appointment date |
| APPTTIME | Appointment time |
| SCHEDCUSTOMEXISTS | Number of custom fields added |
| RESOURCENAME | Name of the resource |
| LOCATIONNAME | Name of the location |
| INSURANCE | Patient insurance information |
| APPTTYPE | Patient appointment type |
| Custom Field1 | Custom field details |
| Custom Field2 | Custom field details |
| Custom Field3 | Custom field details |
5. Report Grouping / Sorting Behavior
Sorted by Account number ascending
6. Export Options
Available for export in CSV format
7. Special Notes / Tips
- Also known as Export Scheduler Custom Field information
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-08-08 | Initial documentation created |
