weekly clinicia appt report

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Chris MacDonald

• April 10, 2021 15:58

I am looking to find just a simple clinicial report to see for clinicians in my practice.  Something I can look at weekly when I do billing and say: 'This clinician had these appts to bill for. "  Is there a simple report like this? 

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  Rick Morris

  • April 29, 2021 11:54

  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

  • May 01, 2021 22:32

  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

  • May 11, 2021 22:36
  • Edited

  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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