Practice Reporting. Prepared for Rowan Bexley on Oct 7, 2026. Whole organization.
November 2025 · prove it
Visit volume, Dana Whitlock, NP
229ExplainedReconciled with athena
How many patients did each provider see this month?
How the number is made
Definition version 1, in force since Aug 3, 2025.
- Formula
- Appointments in the month that were checked out or had charges entered, counted under the provider the appointment was scheduled with. An appointment that was checked in but not yet checked out is not counted until it is closed.
- Completed visits
- 229
- Result
- 229
- Filters
- Status checked out or charge entered
- Checked in but not checked out is not a visit yet
- All appointment types
- Counted by scheduled provider (the provider on the appointment)
- Scope
- Dana Whitlock, NP
Checked against athena
The athena report to run, what it showed, and how far apart the two are.
- athena report
- athenaOne Appointments report, completed appointments by provider for the month
- athena’s figure
- 231
- Difference (ours minus athena)
- -2
- Tolerance
- None: the figures must match exactly
- Evidence
- Open the athena report athena-2025-11-appointments-completed (sample), sample report, opens in a new tab
- Checked
- Dec 4, 2025, 9:00 AM EST by Rowan Bexley
- Why they differ
- athena’s Appointments report counts 2 of this provider’s appointments on the last clinic day of the month as completed. Both were checked in but never checked out, so no charges were entered. Our definition counts a visit only once it is checked out or has charges, so they stay out until the front desk closes them. Both are on the report’s detail list.Current explanation, written by Rowan Bexley, Dec 4, 2025, 10:00 AM EST
The run behind it
- Source
- Demo data
- Pulled from athena
- Dec 3, 2025, 5:00 AM EST
- Records counted
- 42,978 claims, 1,314 appointments
- Internal checks
- All 11 passed
For your IT team
Software version
rpt-pipeline 1.1.0.