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Billing reports

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2 comments

  • Gillian

    Hi Jeff, these reports are not customizable within SimplePractice, but you can easily export them to Excel to slice and dice them as much as you'd like to.

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  • Elizabeth LaColla

    I would like a report that shows the date of service, service location, if it was invoiced and if it has been submitted to insurance, and the status.

    The invoice report does not show the date of service and going in and adding in excel is laborious and time consuming.

    The appointment status report does not show which visits have been invoiced

    Is there a report that includes all this information and if not can SP add one?

    Thanks, Liz

     

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