TheraNest users with Billing permissions can run and access the Payment Report.

This report displays the summary of all client/insurance payments and write-offs for invoiced services for each client within the specified date range.

Report Logic:
           * Pulls in payments that were accepted in the specified date range
           * Pulls in Unapplied Payments
            *Pulls in Payments that occurred OUTSIDE of the specified date range IF there was a Write Off in the specified date range.

  1. Click on Reports on the primary navigation bar
  2. Under the billing section choose Payment
  3. Set the Date Range.
  4. Click Run Report

The report will be generated on the right and will show the client's name, Total Amount paid, Insurance Payment, Client Payment, Client Write-Off Amount and Insurance Write-Off Amount.
 Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.  
 You can also download the CSV or PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.

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