Exporting Billing

Exporting Billing

Step 1: Go to Billing from the main menu

Step 2: Click on Export Billing to download it as a CSV file. 


Info
Once exported, the CSV file includes the following: 
- Address
- Office Number
- Therapist
- Client ID
- Client Name
- Date of Service (DOS)
- CPT Type, Code and Description
- Units
- Fees
- Collected
- Payment Method
- Reference Number
- Comments
- Owes
- Invoice Number
- Location
- Rooms
- Currency
- Diagnosis Item and Date

Step 3: (OPTIONAL) You have the option to customize the date range and select specific professionals and clients for the billing export AFTER you click "Export Billing." The filters selected to change the view within your account will not automatically translate to the billing export criteria, as this is selected when clicking on "Export Billing."

Alert
Please note: You will only be able to run the billing export "By Transaction" unless you have allocated every single payment within the time period selected. 

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