Reports provide data and organize information to help you run your business better. These reports include data related to topics such as Monthly income, Appointment reminders, Unpaid insurance appointments, and Income allocation. Click Reports on your Calendar homepage to view your practice analytics.
Note: The reports included in your account are dynamic and constantly changing to reflect your practice records. You can choose to view and download the reports that are most helpful to you.
Here you'll find:
- Projected Income for this month
- Income from last month
- YTD income
- A Monthly income graph that shows your practice’s growth trends over time. If you take insurance, you can sort this data by Client Payments and Insurance Payments.
- Reports are organized as follows:
Note: Each report can be downloaded as a CSV or Excel file, allowing you to easily review or print as needed.
Important: The income-related reports do not include Stripe fees.
Projected Income for this month
Projected Income for This Month is a dollar amount estimate for the expected revenue for a given month. This estimate combines both:
Here's what the formula looks like:
(Client payments + Insurance payments recorded in the month to date)1 + (Fees for future non-cancelled appointments for the rest of the month)
1Once an appointment has passed and remains unpaid, it's no longer included in the Projected Income until the appointment fee is paid.
Note: Please remember that these are just estimates based off of the information entered into your account and averages related to insurance. Additionally, only Account Owners or Clinicians with Administrator Access can view Projected Income for This Month.
Income from last month
Income from Last Month shows how much income was recorded in SimplePractice for the previous month. If a payment was recorded last month, that means it's included in this number, regardless of when the appointment occurred. The number of appointments shown here denotes the number of appointments you received income from in the last month. Those can be appointments with the statuses show, no show, and/or late cancelled.
This is the total sum of all the payments you've received in the current year. The number of appointments shown here denotes the number of appointments you received income from in the last year. Those can be appointments with the statuses show, no show, and/or late cancelled.
The Income allocation report shows the total amount of payments received by the clinician for a Pay Period. You also have the ability to create Pay Period Snapshots and view Adjustments. To learn more about this report, please see this guide: Calculating payroll for group practices.
Note: This report was previously named Income Received by Clinician.
This report details your monthly total income from clients and insurance companies received during a given month regardless of when the services for those payments occurred.
Note: If you would like to generate a report detailing end of year totals, you can export this report as a CSV or Excel file, and then manipulate the data to best serve your accounting or reporting needs.
The Referral income report details where referrals came from and the Total Revenue attributed to those sources. Total Revenue is the lifetime revenue from clients that have a referral specific source associated with them.
The Referral Sources report populates based on the date the client was added, so a client will only appear as part of the referral tallies if the date range includes the date on which that particular client was added.
This report also allows you to manage your referral sources. Clicking Manage Sources will allow you to remove sources from your list.
You also have the option to export the Referral Sources report as an Excel or CSV file.
Note: Each role has access to this report except for Schedulers, Supervisors, and Clinicians with Basic Access. Only Administrators will have access to the Total Revenue column and to Manage Sources.
Tip: You can add a referral source for a client by going to the client's Overview page > Edit Details. There, scroll down to find the Referred by section, and add in the information.
Payouts report details all of the payouts issued through your account. You can see the following details pertaining to each payout.
- Status of the payout
- If the Status is Failed, hover over the i information icon to learn the details of the failure
- The Bank/Card used for the payout
- The Description of the payout
- The Initiated date
- This is the date Stripe initiates each payout
- The Est. Arrival
- This is the date your payout will arrive in your bank account
- For Pending or In transit payouts, this date is the expected date
- The Amount of the payout
2020 Tax Report
When you click 2020 Tax Report, you'll see a green banner appear letting you know that we're compiling your report and that we'll email you letting you know when it's ready. When you receive the email, it will contain a link to download your tax report. This link will expire after 24 hours. Once your report has downloaded, it should look similar to this:
Note: You can learn more about the Tax Report in these guides: Tax Report FAQs and Tax Report: What to do if there's a discrepancy with your Stripe fees.
The Appointment status report details the financial status of every appointment in your practice. This report allows you to see the billing history for a client and to easily identify billing discrepancies so that you can make the corrections you need.
Note: You can learn more about this report in this guide: Appointment Status Report: Checking the billing and documentation status for appointments.
This report is organized by client based on appointment status: Show, Cancelled, Late Cancelled, No Show.
This report keeps a record of the reminders sent to your clients in the last 30 days. You can refer to this report to check to see if a reminder was sent to a client. For more information about appointment reminders, see these guides: How to set up appointment reminders and Making sense of client reminder statuses.
This report gives you a record of emails that are sent from SimplePractice's system for the last 30 days. Emails include: invitations to clients to complete the intake, your schedule for today, self-scheduling invitations (Professional Plan), enrollment updates, insurance claim updates, and subscription-related emails (e.g., invoices and payments for your account).
This is an overview of the balance information for both the client and the client's insurance company. Note that the insurance payments on this report only include the insurance payments allocated to the client's appointments. You can filter this report by date, and you can also choose to view clients With Balance, Show Details, and/or Include Insurance.
Clinician invoicing (group practices only)
This report shows the total amount of invoices for the selected time period. The report will show a total of invoiced and uninvoiced amounts. This will be helpful to ensure all appointments are invoiced and to keep up with the total amounts billed by each clinician.
This report shows the status of every invoice in your account. You can sort this report by date range and by invoice status: Paid or Credit, Unpaid, or Past Due.
Unpaid insurance appointments
This report shows a list of unpaid insurance appointments for each client listed by date.
The Outstanding claims report is an aging report on money owed from insurance companies, and it's sorted by insurance provider.
Unbilled: This is the sum of the appointment fees that have not been included on a superbill or on a CMS claim form.
Total Charges: This is the sum of all insurance claims, both electronic and printed CMS 1500 claims.
Due 30 Days: This is the sum of all unpaid claims for appointments that were created more than 30 days ago.
Due 60 Days: This is the sum of all unpaid claims for appointments that were created more than 60 days ago.
Balance Due: This tells you the entire balance due for all claims created for this payer.
This report shows a list of all insurance claims that have been filed electronically through SimplePractice for a selected date range.
This report shows a list of all payment reports (electronic EOBs) received through SimplePractice for a selected date range.
This report shows a list of all insurance coverage reports generated via SimplePractice in a selected date range.
This report shows a list of charges incurred from electronic claim filing. Claims on the pay-as-you-go plan cost $.25/claim and can hold up to 6 appointments per client per claim. For more information about our claims packages, refer to this guide: How much does it cost to bill insurance through SimplePractice?