Reports

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Reports

Memorized
Custom

Memorized

Reports

Memorized Reports

Reports You've Created

John's Payment Report

End of Year Summary Report

General Reports

John's Payment Report

End of Year Summary Report

John's Payment Report

End of Year Summary Report

John's Payment Report

End of Year Summary Report

Custom

Reports

Custom Reports

Step 1: Choose a Main Subject

Main subject of report:

Include these fields: All
First Name	Middle Name	Last Name
Address 1	Address 2	City
State	Zip	Birthday
Age	SSN	Gender
Cell Phone	Home Phone	Work Phone
Other Phone	Fax	Email 1
Email 2	Notes

Include these fields: All
Date	CPT Code	Diagnosis
Fee	Place of Service	Authorization #
Notes

Include these fields: All
Date	Payor	Payee
Amount	Date of Session	Authorization #
Notes

Include these fields: All
First Name	Middle Name	Last Name
Credentials	Address 1	Address 2
City	State	Zip
Insurance Affiliations	Tax ID	NPI
License Type	License State	License #
Office Phone	Home Phone	Cell Phone
Other Phone	Email 1	Email 2
Fax	Notes

Include these fields: All
Name	Address 1	Address 2
City	State	Zip
Phone 1	Phone 2	Fax
Providers	Notes

Include these fields: All
Insurance Company	Address 1	Address 2
City	State	Zip
Phone 1	Phone 2	Fax
Authorization ID	Start Date	End Date
Total # of Sessions	Sessions Remaining

Include these fields: All
Classification	Number	Name
Client First Name	Client Last Name

Include these fields: All
Number	Name	Minutes
Therapist	Fee

Step 2: Filter by

Clients:

Sessions:

Include: All Dates
	Single Date:	(use this format: xx/xx/xxxx)
	Date Range:

Payments:

Therapists:

Insurance:

Diagnoses:

CPT Codes:

Single Date:

(use this format: xx/xx/xxxx)

Date Range: