How To Use This Report
Set "Appointment Date" filter to desired time period (up to a year ago)
You can use report filters to focus on specific booking status (e.g. discharged, cancelled, etc.)
Download data as CSV by clicking three dots and selecting "All Results"
Data Dictionary
Column Name | Description | Example Values |
Practice Location |
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Practice Name | Primary name, or brand name, for the clinic on Solv | Clear Care |
Clinic Name | Secondary name, or site name, for the clinic on Solv | Bronx 149th |
EMR Clinic Name | Electronic Medical Record system clinic logbook name | 0404149TH |
EMR Clinic ID | Electronic Medical Record system practice ID code | ZNY01 |
Transfer In From Location Name | Clinic Name of the location the patient was transferred from |
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Booking |
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Booking ID Hash Solv | Primary key for this report that is case sensitive, hashed booking identifier from Solv system | 3dB2ZP |
Booking ID EMR | Booking identifier from Electronic Medical Record system | 16456-07-02 0:00:00 |
Booking Created Time | Date and time when the booking was created, displayed in timezone of the location | 2025-07-31 11:13:16 |
Booking Status | Current status of the booking | Reserved, Here, Ready, In Exam Room, Discharged, Cancelled, No Show |
Booking Visit Type Name | Type of visit booked | Immigration Physical |
Is Urgent Care Visit Type (Yes / No) | Categorizes "visit type name" using text patterns to determine if it should count as a standard urgent care visit (e.g. if visit type name contains "worker comp"). Use to filter for eligible encounters | Yes, No |
Booking Reason For Visit | Patient's stated reason for the visit | rash on his face |
Booking Source | Source through which the booking was made | Call Ahead, Front Desk, Solv, Walk In, Website |
Booking Method | Specific method used for booking | book_ahead_online_clinic_website, book_ahead_online_solv, virtual_visit, walkin_call_ahead, walkin_no_reservation_front_desk, walkin_no_reservation_kiosk |
Booking Type of Online | Type of online booking if applicable | Clinic website, Solv app |
Booking Is Solv Connect (Yes / No) | Whether booking was made through Solv Connect | Yes, No |
Booking Is Google GMB (Yes / No) | Whether booking was made through Google My Business | Yes, No |
Booking Cancellation Time | Date and time when booking was cancelled, displayed in timezone of the location | 2025-07-30 15:41:22 |
Booking Cancellation Reason | Reason provided for booking cancellation | need_to_reschedule |
Booking Canceled By | Email of staff who cancelled booking or "Patient" | [email protected], Patient |
Booking Is Left Without Being Seen (Yes / No) | Whether patient left without being seen | Yes, No |
Throughput |
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Original Appointment Date | Calendar date of the scheduled appointment, displayed in timezone of the location | 2025-07-31 |
Original Appointment Time | Date and time of the scheduled appointment, displayed in timezone of the location | 2025-07-31 19:45:00 |
Arrived Time | Date and time when patient arrived at clinic, displayed in timezone of the location | 2025-07-31 11:13:16 |
Checked In Time | Date and time when patient was checked in, displayed in timezone of the location | 2025-07-31 10:39:13 |
In Exam Time | Date and time when patient entered exam room, displayed in timezone of the location | 2025-07-31 10:30:35 |
Discharged Time | Date and time when patient was discharged, displayed in timezone of the location | 2025-07-31 10:45:35 |
NPS Survey Request Time | Date and time that the request for NPS rating was sent via SMS | 2025-07-31 11:45:35 |
Telemed Patient Joined Call Time | Date and time patient joined telemedicine call, displayed in timezone of the location | 2025-07-31 11:13:16 |
Minutes Here to Ready | Number of minutes between arrival and being marked ready | 17 |
Minutes Ready to Exam | Number of minutes between ready status and entering exam | 1 |
Minutes Exam to Done | Number of minutes from exam start to completion | 15 |
Wait Time From Arrival To Exam | Wait time raw measures the total time patients spend waiting from their physical arrival at the clinic until they enter the exam room with their provider. If patients arrive early, that early arrival time is counted in the total wait duration. | 27 |
Wait Time From Wait Start To Exam | Wait Time Minutes measures the actual time patients spend waiting to see their healthcare provider, calculated from a defined wait start time until they enter the exam room. For telemedicine visits, the wait starts when the patient joins the call (if patient is late), at the scheduled appointment time (if provider is late but patient is on time), or when the provider is ready (if both are on time). For in-person visits, the wait starts when the patient arrives or checks in (if patient is late), at the scheduled appointment time (if provider is late but patient is on time), or when the provider is ready (if both are on time). Late arrival thresholds are 5 minutes for telemedicine and 15 minutes for in-person visits. This metric only includes completed (discharged) visits and provides null values when required timestamps are missing, supporting operational efficiency tracking, patient satisfaction analysis, and capacity planning. | 16 |
Door To Door Time From Arrival To Discharge | Door to door minutes is the duration from patient's arrival to the clinic through to discharge, combining both waiting time and in exam time. | 42 |
Door To Door Time From Wait Start To Discharge | Door to door minutes is the duration from when a patient's wait period begins (based on punctuality logic for telemedicine and in-person visits) through to discharge, combining both waiting time and in exam time. | 31 |
Patient Details |
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Patient Solv Account ID Hash | Identifier for an account from Solv system. This hashed value is case-sensitive and typically corresponds to the phone number | mLRqaa |
Patient ID EMR | Patient identifier in Electronic Medical Record system captured time of booking creation | 948890 |
Patient Mobile Phone Number | Patient's mobile phone number captured at time of booking creation | (212) 999-9999 |
Patient Type New or Returning | This field categorizes patients as "New" (first-time visitors to any location in the healthcare group) or "Returning" (previously treated patients with established records). The system determines patient type by combining three data sources: first booking analysis across all group locations, patient self-declaration during booking, and the patient matching system's decision to create a new record or match to an existing one in the EMR. | New, Returning |
Patient First Name | Patient's first name captured at time of booking creation | Jose |
Patient Last Name | Patient's last name captured at time of booking creation | Pinales |
Patient Birth Date | Patient's date of birth captured at time of booking creation | 1982-11-06 |
Patient Birth Sex | Patient's birth sex captured at time of booking creation | Male |
Patient Race | Patient's race captured at time of registration | Unknown |
Patient Ethnicity | Patient's ethnicity captured at time of registration | hispanic/latino |
Patient Email | Patient's email address captured at time of registration | |
Patient Address Street | Patient's street address captured at time of registration | 263 3rd Ave |
Patient Address Secondary | Secondary address information (apartment, suite, etc.) captured at time of registration | 3b |
Patient Address City | Patient's city captured at time of registration | Bronx |
Patient Address State | Patient's state captured at time of registration | NY |
Patient Address Zipcode | Patient's ZIP code captured at time of registration | 10451 |
Patient Notes | Notes about the patient | done |
Paperwork |
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Paperwork Status | Status of patient paperwork completion | Complete, Incomplete, Never Started |
Paperwork Start Time | Date and time paperwork started | 2025-07-31 11:19:28 |
Paperwork Complete Time | Date and time paperwork completed | 2025-07-30 21:53:35 |
Paperwork Last Edited By | Last person to edit paperwork either "Staff" or "Patient" | Staff, Patient |
Staff |
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Staff Booked By First Name | First name of staff member who made the booking | Monroe Rd |
Staff Booked By Last Name | Last name of staff member who made the booking | Team |
Staff Front Office Name | Name of front office staff member who checked in patient | Solv Admin |
Staff Provider Name | Name of healthcare provider. Possible sources of this data from Solv telemed platform, EMR integration or data import from EMR | Alicia Jackson |
Insurance |
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Insurance Payer Name From Card/Paperwork | Name of primary insurance payer captured at time of registration | anthem blue cross blue shield |
Insurance EMR Payer Name Primary | Name of primary insurance selected in EMR when successfully mapped | ANTHEM BC- PPO |
Insurance Type Government (Yes / No) | This field identifies whether a patient's primary insurance is government-sponsored by checking if the "Insurer Type From Paperwork" or "Insurance Payer Name From Card/Paperwork" fields contain the terms "Medicare," "Medicaid," or "Tricare." If any of these terms are present, the classification is "Yes"; otherwise it is "No." Patients who are self-pay or uninsured are classified as "No" and are included as eligible encounters, while those with government insurance ("Yes") are excluded. | Yes, No |
Insurer Type From Paperwork | Type of insurance self-reported at the time of registration | hmo, ppo, medicaid, medicare, tricare |
Insurance Member Code | Primary insurance member identification code. This can be from OCR or manual input by patient or clinic staff. | ZD79167A |
Insurance Card Front Loaded | There is an image uploaded for card front. No validation on image | Yes, No |
Insurance Card Back Loaded | There is an image uploaded for back of card. No validation on image | Yes, No |
Insurance RTE Has Attempt (Yes / No) | Real-Time Eligibility verification attempt was made to confirm patient's primary insurance coverage and benefits | Yes, No |
Insurance RTE Has Benefits Details (Yes / No) | Insurance eligibility check completed successfully, returning insurance benefit details | Yes, No |
Insurance RTE Message Category | Groups system messages and error codes into higher-level categories for simplified reporting | verify/retry, payor, error, configuration |
Insurance RTE Message Detail | Detailed message from system when insurance benefit details are not obtained | Patient DOB Does Not Match |
Insurance EMR Payer Name Secondary | Name of secondary insurance selected in EMR when successfully mapped | AARP MDCR SUPPLEMENTAL- UHC |
Payments |
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Has Solv Pay Card on File (Yes / No) | Patient has authorized card for payments related to this visit | Yes, No |
Payments Card on File Authorized Date | Date of card authorization | 2025-07-30 21:52:15 |
Payments Card on File Authorized Source | Source of card authorization from booking flow, paperwork or front desk (facesheet) | booking-flow, paperwork, facesheet-online, facesheet-terminal |
Payments Paid Amount POS | The sum of all point-of-sale (POS) transactions associated with the patient visit. If multiple POS charges occur for a visit these individual amounts are aggregated. | $100 |
Payments Paid Amount Post Visit Bill | The sum of all post-visit bills paid associated with the patient visit. If there are multiple bill payments associated with the patient visit, these individual amounts are aggregated. | $100 |
Payments Refunds | Sum of all refunds associated with any charges (POS and post-visit bills). | $0 |
Payments Chargebacks | Sum of all chargebacks/disputes associated with any charges (POS and post-visit bills). | $0 |