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Patient ledger

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  • Ayelette

    Hi Maritza,

    While there is not a report that lists (a) all client payments, (b) all insurance payments, and (c) all dates of service that each payment was applied to, you may view this information as follows:

    1. To view all client and insurance payments for your practice, go to Billing > Export Transactions to export a list of all client and insurance payments. This file can be filtered by client name or by payer name as well as by payment type.
    2. To view a list of all insurance payments for your practice, go to Billing > Insurance > Payments. Click on any payment to view the dates of service it includes.
    3. To view a list of a single client's payments, go to their Billing page > click Billable Items > Transactions. Click View to the right of an insurance payment to see the dates of service it includes.

    In addition, if you'd like a report that includes different information, note that we're always evaluating which features will bring the most value to our customers. As part of this effort, we've created an Ideas & Suggestions Board where our customers can share the features that they'd like to see. When you post, vote, or comment on the ideas on this board, it means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you have a moment, I invite you to post your idea on this board.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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