Billed vs. Collected - Report by Facility
Now, professionals can filter by facility when running the billed vs. collected report.
First, select 'Advanced Filters'
Then, dropdown on facilities to select the facility or facilities you want to report on.
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Running Billing vs. Collected Reports
STEP 1: Click on the Reporting tab in the navigation bar and click on the Billing vs. Collected tab on the right-hand side. STEP 2: Select the desired parameters for your billing vs. collected report. Date Range Clinicians Type of Report STEP 3: ...
Missed Reasons Report (Within Billing vs. Collected Report)
Within the Billing vs. Collected Report, you’ll now be able to click on the number of Missed Appts to view a breakdown of the missed reasons. Step 1: Navigate to the Reporting Page. Then, select Billing vs. Collected. Step 2: Set your filters and ...
Customizing Appointment Reminders by Facility
You’ll now be able to include specific text within the text/email reminders based on the facility/room assigned to the appointment — ensuring that telehealth clients receive your telehealth information and in person clients know which office location ...
Client Retention Report
View your clients’ treatment timelines in an easy-to-read report to help identify your client retention vs. attrition. Step 1: Navigate to the Reporting page. Then, select Client Retention. Step 2: Filter by time frame and professional(s). Then, ...
Note Status Report
Run a report to discover the status of your notes. Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. ...