How to run a report based on the appointment's payment profile

An option has been added to advanced reports that will 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, out-of-network insurance, auto accident, or workers' comp.


  1. Hover over Reports and select Advanced Report
  2. Select Appointment Filters


         3. Select Payment Profile (and any other fields you would like to see on your report.



         4. You can select 1 or more payment profile options for your report.