Account Credit Report (Billing)

View a detailed report of all credits issued by your practice. Each record in this report contains the following information


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. 

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