My staff and I do a weekly Accounts Receivable (AR) report with the provided “Client Reports” on SimplePractice. You all have reorganized the report options here and none of them provide the information needed to do the AR.
We need a report option that includes a Date of Service, Client Name, CPT Billing Code, Session Fee, Additional Fees Charged, Total Fee, Amt Paid, Amt Unpaid, and the last 4 Digits of the Credit Card.
Or at least put the some of the old options back onto the list of “Client Reports”.
Anyone else benefit from a report like this?
Please sign in to leave a comment.