Account Credit Report (Billing)
View a detailed report of all credits issued by your practice. Each record in this report contains the following information
Permissions
Administrators will see credits issued by all clinicians within the practice. A clinician will only see their own issued credits when viewing this report
Report Columns
- Client Id
- Client Name
- Clinician Name
- Credit Amount
All reports can be exported to Excel or PDF
1. Getting started
Navigate to the Billing area of TherapyZen
2. Locate the credits report
Filter your results by date range or by clinician.
