A new option has been added to advanced reports that will now allow you to pull a report based on an appointment's payment profile. You could pull a report of all appointments that have a payment profile of cash, insurance, insurance out-of-network, auto accident, or workers' comp.
- Hover over Reports and select Advanced Report
- Select Appointment Filters
- Select Payment Profile (and any other fields you would like to see on your report.
- You can select 1 or more payment profile options for your report.