Most commonly used reports:
a) Company Billing Export Report (Under Miscellaneous Reports) - Shows you which claims you have and haven't submitted, the claim date and which ones have and have not been paid. We recommend that you use this monthly to stay on top of your paid and unpaid claims.
b) No Claims (Under Miscellaneous Reports) - Sorts by claims that have and have not been submitted so you can see if you have forgotten to submit some claims.
c) Super Bill Report (Under Billing Reports) - If you do not accept insurance or are out of network, you can print this report for your client to submit to their insurance company for reimbursement.
d) Client Billing Statement (Under Billing Reports) - Shows the session cost, client payment, insurance payment, write off, balance and if the insurance is still pending.
e) Receivables Aging Detail/Summary (Under Miscellaneous Reports) - Shows total amounts due in 30 day increments.
f) Company Transaction History - Shows all transactions for specified date range. Good to provide for end of year to provide accountant with revenue.