Client Balances Report Within the To-Do List

Client Balances Report Within the To-Do List

Step 1: Navigate to the To-Do list on the main menu. Then, select the tab labeled Client Balances.

Here you'll find five search boxes designed to outline your search parameters. 



The middle box dictates which report you would like to run.


Client Balance >/= (report of client balances)

Outstanding Balances >/= (report of client and/or insurance balances)

Unpaid Sessions >/= (report on # of unpaid sessions)

Days Last Seen >/= (report on last day seen)


Step 2: Once you're done with the details you want to search, click Filter. 



Each report will populate data for the column headers listed below.