Billing reports

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Jeff Black

• March 05, 2019 21:32

Does Simple Practice allow me to customize any of the standard reports? Can I add columns or other master data fields  to existing reports?

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  Gillian

  • March 14, 2019 01:22

  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

  • July 28, 2020 19:45

  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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