WEEKLY REPORTS

WEEKLY REPORTS

REPORTCOMMENT/NOTES
WEEKLY REPORTS
1Appointments by CounselorAlso found in Misc reports. Can be used by counselor, manager, admins
2Billing Email LogLog o f Client Billing Statements that have been emailed to clients
3Client Billing StatementCreates a billing statement that can be mailed or emailed to clients. Supports printing in bulk.
4Company Billing Export ReportAlso found in Misc reports.
5ERA Detail Report to check with Heather, Lupe, SandraAlso found in Misc reports.
6Missing Progress NotesAlso in Misc Reports
7Receivables Aging SummaryAlso in Misc Reports
8Superbill ReportFilter = 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.
9Unbilled Sessions ReportAlso in Misc Reports

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