An option has been added to Advanced Reports that allows you to generate a report based on an appointment’s payment profile. This feature enables you to pull reports for appointments categorized by payment type, including cash, insurance, out‑of‑network insurance, auto accident, or workers’ compensation. This enhancement provides greater flexibility for financial analysis and reporting.
Video Walkthrough
- Hover over Reports and select Advanced Report
- 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.
Video Walkthrough