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Patient Report

Each row represents a single patient booking - giving you end-to-end visibility into patient journey data, operational efficiency metrics, and financial performance indicators in one unified view.

K
Written by Kathy Silverman
Updated today

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

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

Booking

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"

Booking Is Left Without Being Seen (Yes / No)

Whether patient left without being seen

Yes, No

Throughput

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

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

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

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

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

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

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