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Statement including ALL payments on account (i.e. self pay and insurance)

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  • Ruth

    Hi Alita, if you'd like to generate a report for a specific client's billing history, that includes their payments and their insurance payments, the best report we have is the Appointment Status Report. Within the Appointment Status Report, you can check the box to "Include Insurance." However, if you find this report to be inadequate, you can go to Billing > Export Transactions to see all the payments made for all your clients within a given date range. The Export Transactions Report will not sort by the Appointment but by the date the payment was made. If you want to sort it by client, you'll have to do so from the downloaded version. 

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