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Reports > Financial > Collections

The Collections report is our most powerful report. It shows your accounts receivable and a host of other relevant data points. If you're going to keep a pulse on your practice. This is the report to do it. What it Shows The Collections Report can show you: ...

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Adding Authorization Details for a Client

In the client's Chart, click "Edit" next to Demographics Below the Insurance section is the Authorization section Enter the Authorization Number or ID in the Authorization Number field The Modifier, usually HJ, in the Modifier field. This will be added to each CPT code. ...

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Progress Notes

Progress Notes tie together the documentation completed in the Diagnostic Assessment and the Individual Treatment Plan (ITP). Creating a Progress Note These forms can be accessed via the Calendar when creating an appointment or through the Forms dropdown in the client chart [caption id="attachment_6119" align="alignnone" width="286"] Choose the...

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(EIDBI) Observation and Direction Note

The Observation and Direction Note can be accessed via a scheduled appointment or via the client's chart. Via the Chart Click on the client's name while in the calendar view to open their chart. Choose the EID 05 - Observation and Direction   Via an Appointment In the Calendar...

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