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.
- 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.
