| REPORT | COMMENT/NOTES |
| | |
| WEEKLY REPORTS | |
| 1 | Appointments by Counselor | Also found in Misc reports. Can be used by counselor, manager, admins |
| 2 | Billing Email Log | Log o f Client Billing Statements that have been emailed to clients |
| 3 | Client Billing Statement | Creates a billing statement that can be mailed or emailed to clients. Supports printing in bulk. |
| 4 | Company Billing Export Report | Also found in Misc reports. |
| 5 | ERA Detail Report to check with Heather, Lupe, Sandra | Also found in Misc reports. |
| 6 | Missing Progress Notes | Also in Misc Reports |
| 7 | Receivables Aging Summary | Also in Misc Reports |
| 8 | Superbill Report | Filter = client, date range and than selections on what data to show. Generates one page per client listing each session and the session charges plus other key data. |
| 9 | Unbilled Sessions Report | Also in Misc Reports |