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
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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 ...
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 ...
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 ...
INDIVIDUAL REPORTS
REPORT COMMENT/NOTES INDIVIDUAL REPORTS 1 Client Progress Report Filter = date range only. shows list of client code, CPT code, CPT Description, start/end time and session number. Doesn't include session date. quickly scan for how many sessions the ...