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Report with Dates of Start, # of Sessions?

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  • Ruth

    Hi Carrie, you can go to the client's file and hit Appointment Status Report in the BILLING OVERVIEW box to the top right. From this report, widen the date range to include all dates of possible sessions, set it as far back as you'd like, then it will contain all the sessions you've held with the client. You can check the boxes to "Include Documentation" if you want to check to see that you've added notes, or signed and locked notes, for these sessions. Click the "Include Insurance" box if you want to see details about insurance payment for these appointments. 

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