Reports

Memorized

Reports
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Memorized Reports
Reports You've Created

John's Payment Report

End of Year Summary Report

Pre-Defined Reports
Select Report Description View Sample
(pdf files) Payments Hint
Statements Statement with or without diagnoses to send to clients, insurance companies, etc. Sample
HCFA-1500 Prints a HCFA-1500 for any client. Allows you to choose date range for sessions or will start where you left off. Sample
Payments Received Prints all payments received by one, several or all therapists from any payor. Select the range of dates. Sample
Payments Sent Prints all payments set by one, several or all therapists from any payor. Select the range of dates as well as the method used to send the payment. Sample
Clients Seen Displays all clients seen by one or more therapists within a given date range. Allows you to select the client fields. Sample
Client Demographics Displays client demographic data. You select the client and the fields. Sample

Custom

Reports
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Custom Reports
Step 1: Choose a Main Subject
Main subject of report:
Step 2: Filter by
Clients:
Sessions:
Payments:
Therapists:
Insurance:
Diagnoses:
CPT Codes:
Single Date: Single Date (use this format: xx/xx/xxxx)
Date Range: Starting Date
Ending Date