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Billing & Reports

Insightful reporting to give you a glimpse into your organization's key metrics.

  • Open Invoices Report (Billing)
  • Invoice Payments Report (Billing)
  • Write Off Report (Billing)
  • To Be Invoiced Report (Billing)
  • Account Credit Report (Billing)
  • Auto Pay Invoices Using Stripe
  • Auto Create Invoices
  • Batch Invoicing
  • Attendance Detail Report
  • Appointment History Report
  • Client Data Export
  • Income By Staff Member Report
  • Invoice Aging Report
  • Payment Summary Report
  • Third Party Payer A/R Report
  • Write Off Summary Report
  • Print a Combined Statement

Categories

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  • Setup & Admin
  • The Dashboard
  • Managing Clients
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  • Appointments & Scheduling
  • Therapy Notes & Treatment Plans
  • Invoicing & Payments
  • Client Portal
  • Insurance Billing
  • Manage Your Account
  • Managing Staff
  • Billing & Reports
  • Messaging
  • Telehealth
  • Telehealth Troubleshooting
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