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weekly clinicia appt report




  • Rick Morris

    I'm looking for something similar - our therapists are salaried and I would like to have the ability to run a report for each therapist and a specific period of time with weekly breakouts showing appts scheduled, completed, billed amount, collected amount, etc.  and then also have the option of seeing the same by practice on a weekly basis with all therapist and totaled by week, etc.  I'm not finding anything in the reporting that allows for reviewing and tracking therapists activity and make certain they are actually generating the income projected.  Ideas anyone?

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  • Angel Landrum

    This is so important for my practice as well. It appears the majority of the emphasis is placed on insurance billing. I need to see more detail around cash,checks and stripe. I have not found a way to do this, w/o, downloading different reports and cross checking. Its too time consuming. 

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  • Ruth

    Hi Everyone, this information can be found in the Appointment Status Report. Go to Reports > Appointment Status and sort by Clinician in the top right. You can adjust the date range at the top of the report as well.  

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