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Bad debt report



1 comment

  • Sara

    Hi Michelle,

    You can view both Client Write-Offs and Insurance Write-Offs by using the Outstanding Balances report. Here's how to do that:

    • Navigate to Reports > Outstanding Balances.
    • Use the drop down menu to adjust the date range.
    • Check the boxes for With Balance, Show Details, Include Insurance to see more options on the report.
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