End of Year Company Report

Report logic:
Fees charged = Sum of all session charges added for that  (year / Quarterly /Monthly) - based on the selection 
Fees received = sum of payment received for all session in that selected year and will subtract the adjustments/writeoffs amount
Patient payments- = Sum of all client payment
Outstanding balances = sum of (session amount - amount received for the session)
Insurance claims filed = sum of total amount send to insurance carrier
Insurance claims paid = sum of total amount received from insurance carrier
Adjustments/writeoffs = sum of adjustments amount of all session

• Related Articles

• Most commonly used reports:

  a) Company Billing Export Report (Under Miscellaneous Reports) - Shows you which claims you have and haven't submitted, the claim date and which ones have and have not been paid. We recommend that you use this monthly to stay on top of your paid and ...

• Progress Notes Print Report

  To generate a report of all the progress notes that have been created for a client you can select the Progress Notes Print Report under Miscellaneous Reports   

• MISCELLANEOUS REPORTS

  REPORT COMMENTS/NOTES MISCELLANEOUS REPORTS 1 Acceptance Report Report listing all clients that had a treatment plan created and its Status. 2 Active Inactive Discharged Report Summary numbers based on filter selections. 3 Age/Year Report Report ...

• ACCOUNTING REPORTS

  REPORT COMMENT/NOTES ACCOUNTING REPORTS 1 Accounts Receivable Summary Only a date filter. Sorted by Location Counselor client. Each session listed. Would be helpful if showed the payor or grantor. Also export includes the formatting which makes it ...

• ACTIVITY REPORTS

  REPORT COMMENT/NOTES ACTIVITY REPORTS 1 Calendar Activity Report Filter = Counselor (all), date range. List report one row per counselor. #sessions, progress notes, claims submitted and new registrations. Straight forward report that runs quickly. ...