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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: ...
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 ...
Applying Write-offs
You can view billing by the individual client from within their client chart (Billing tab) or by selecting Billing on MBP's main page Once you have found the appointment you want to write off, you will select the Action tab ➡️ Apply Write-off From ...
Configuring Invoice/Superbill Settings
Please note: "invoice" is synonymous with "superbill." Navigate to the middle bucket within the General Account Settings tab (found in the "Settings" dropdown) entitled "Invoice Contact Details" and then click the Edit butto Ensure all of your ...
Income Forecast Reporting
Step 1: Go to Reporting from the main menu. Step 2: Click the Forecasting tab. Step 3: To generate the report, first, adjust the date range, select a professional, set the time interval, and then click on Run Report. Step 4: After running the report, ...