Reports
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 ...
BILLING REPORTS
REPORT COMMENT/NOTES BILLING REPORTS 1 Billing Email Log 2 Client Billing Statement Filter = client (all), date, counselor check boxes to include exclude certain data, client status. Formatted report one page per client. Shows previous balance, then ...
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. ...
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 ...
GROUP REPORTS
REPORT COMMENT/NOTES GROUP REPORTS 1 Group Payment Summary 2 Group Attendance Summary Filter = Date Range, Client Name (blank for all). One row per group. Columns Group Description, Group start/end dates total number of sessions, total number of ...
WEEKLY REPORTS
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 ...
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 ...
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
Printing Client Address Labels
When you export the Client Address Labels Report to an Excel spreadsheet you can use the mail merge feature in Word to create and print mailing labels. > > > Click here to watch a short step-by-step tutorial < < < Steps: Generate the Client Address ...
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 ...
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 ...