Skip to main content

Simple Practice needs better quality A/R Reports

Answered

Comments

3 comments

  • Ruth

    Hi Arlene, thank you for sharing your insight on how to make our income reports better. We're always looking to customers for ways to improve our platform. To generate a report that lists your clients' dates of service, how much was billed, paid and unpaid, by both client and their insurance payer, you can go to Reports > Appointment Status Report. You can check the box to "Include Insurance," sort by payment status and adjust the date range as needed. If this report still doesn't have all the information you'd like to see, please add your comments and upvote this feature request on our Ideas and Suggestions Board: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/41686174-hire-an-accountant-who-is-an-expert-in-medical-bil 

    Comment actions Permalink
  • David Massey

    Ruth,  will the report you mentioned supply the information that Arlene needs? Sort of.  I believe the intent of her post is Simple Practice is badly in need of additional A/R and Practice reports.  What she is needing is a basic A/R report that shows unpaid balances without having to look at paid invoices.  How about a simple check box "only show invoices with balances".  As others have noted, the information is available, we just need Simple Practice to make the information available.  And yes, I have voted on numerous feature requests post about this issue.

    Comment actions Permalink
  • Ruth

    Thanks for clarifying, for the purposes you've detailed, it maybe better to use the Reports > Outstanding Balances Report. This report isn't broken down by appointment, but rather by client. You can opt to include insurance information for this report as well. To see all the details of each client's balance, you'll want to download it as a CSV, or Excel spreadsheet. This report might still lack information you'd like to include and we appreciate your feedback. Our Product Team often looks through our Ideas and Suggestions Board to find ways of improving our platform. Thanks for voting and contributing to these feature requests, don't forget to comment with the information you'd like us to include in income reports!

    Comment actions Permalink

Please sign in to leave a comment.