Practice Reporting. Prepared for Rowan Bexley on Oct 7, 2026. Whole organization.

September 2026 · prove it

Visit volume, Dana Whitlock, NP

251Explained

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: 251
Result: 251
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

Every version of this definition

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: 253
Difference (ours minus athena): -2
Tolerance: None: the figures must match exactly
Evidence: Open the athena report athena-2026-09-appointments-completed (sample), sample report, opens in a new tab
Checked: Oct 4, 2026, 10:00 AM EDT 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, Oct 4, 2026, 11:00 AM EDT

Record athena’s figure

Type the figure exactly as the athena report shows it. The status updates as soon as you save.

athena’s figureLeave empty to clear it. Clearing it also withdraws the explanation, which stays in its history.Link to the report (optional)Where the report lives, for example a shared drive. https links only. Leave empty to take it off the record; it stays under Earlier evidence.

Attach the athena report

On file: athena-2026-09-appointments-completed (sample). A new file becomes the current one, and this one moves to Earlier evidence, where it can still be opened.

PDF, PNG or JPEG, up to 5 MB. Export or screenshot the report’s summary view.This file shows totals only: no patient names, dates of birth, account numbers or other patient details. Required when attaching a file.Take the file off the record (it moves to Earlier evidence; a link must then be given before publishing)

Last saved Oct 4, 2026, 10:00 AM EDT by Rowan Bexley.

Write a new explanation

The current explanation is shown above. Saving a new one replaces it, and the current one moves to Earlier versions. Nothing is ever deleted.

Before you save, check athena’s figure with your own eyes: open the athena report.

The run behind it

Source: Demo data
Pulled from athena: Oct 3, 2026, 6:00 AM EDT
Records counted: 43,050 claims, 1,436 appointments
Internal checks: All 11 passed

For your IT team

Software version rpt-pipeline 1.1.0.

Where the data came from, and every check