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Report on un-invoiced appointments

Allow me to run a report that shows all appointments that haven't been invoiced. Right now I can only do this for each client individually, which is tedious.
Guest over 10 years ago in Reporting 4 Already exists

Include total amount for processing fees in Credit Card Charges report

For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest over 8 years ago in Reporting 5 Already exists

Add "copy from last session" action to Missing Progress Notes report

No description provided
Guest over 9 years ago in Reporting 0 Already exists

Add insurance payer to Daily Billing report

Allow me to view the payer when running the Daily Billing report.
Guest over 3 years ago in Reporting 0 Already exists

report for tracking provider productivity

I would like to be able to run a report for kept appointments by provider, revenue by provider, etc. Also would be useful to break it out by office location.
Guest over 5 years ago in Reporting 0 Already exists

Report that shows billing total per each therapist

I need a report that shows billing info for each therapist in our group. We need the report to state Client name, Service Date, DOB, CPT code, and possibly insurance company.
Guest almost 6 years ago in Reporting 0 Already exists

Payment Report Match Actual Amount Daily Collected

Payment Report: Currently it shows payments for the date of the invoice, even if the payment was made the day before or day after. Give the option for the payment report that shows only the amount actually collected on a given day so that it is ea...
Guest over 5 years ago in Reporting 0 Already exists

It would be helpful when running a Progress Note Signature Report Status Filter

It would be helpful when running a Progress Note Signature Report to be able to sort the entries by signature status (so you could have all the unsigned notes at the top).
Guest almost 6 years ago in Reporting 0 Already exists

Manage Household Information Report

A report that aggregates all info in the client profile and compares it to others in the system. Example: A customizable report that populates all of the additional demographic info of clients in the "Manage Client Info" area, currently located on...
Guest about 4 years ago in Reporting 0 Already exists

daily billing report - exclude client name or replace with client id

Often we need to share reports with outside sources like accountants, business coach etc - can't have PHI on the report. I see an option to include client ID number but the client name can't be removed from the report. Would be nice to be able to ...
Guest over 5 years ago in Reporting 0 Already exists