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Reports

Knowledgebase Reports

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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...

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Printing Client Address Labels

In our Miscellaneous Reports, we have an option called Client Address Labels report. Printing them out requires a bit of a process that includes the use of Microsoft Excel and Word.  Below is the link...

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OpenEdge View - Accessing Credit Card Payment Transaction History and Reports

OpenEdge View is a secure, online reporting resource that serves as a central location for all OpenEdge merchants to process and track all types of payments. How do I access OpenEdge View? Go to 

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Progress Notes Print Report

To generate a report of all the progress notes that have been created for a client you can select the Progress Notes Print Report under Miscellaneous Reports   

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End of Year Company Report

Report logic:Fees charged = Sum of all session charges added for that  (year / Quarterly /Monthly) - based on the selection Fees received = sum of payment r

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