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. 


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.


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