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Reports for insurance payments




  • Bridget Richard

    this is also one of my questions

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  • Ruth

    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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