Reports for insurance payments

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Jennifer Kokes, MA

• May 30, 2020 14:27

I'm looking for a way to run a report that would tell a therapist exactly was was included on their paycheck-what date of service, how much they were paid for the service, and client's name. Does anyone know if this exists?

 

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  Bridget Richard

  • July 31, 2020 21:05

  this is also one of my questions

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  Ruth

  • August 06, 2020 05:36
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  Hi Jennifer and Bridget - I've got just the report for you: the Income Received by Clinician Report.  This report allow you to calculate payroll and then export a spreadsheet containing an itemized list of each payment, the corresponding service, or product, and the rendering clinician. 

  Go to Reports > Income Received by Clinician, check the box to include Insurance Payments, then close out a pay period for a given date range. In the Closed Pay Periods tab, you can click on the CSV link to the right of the pay period you'd like to generate a spreadsheet for. Here's a great guide that goes into more detail: Exporting Pay Period Drill Down reports

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