Reporting Function

Have you been using a variety of methods and calculations to determine the health of your practice? 

TherapyAppointment 2.0 offers an option to consolidate all of your practice data in one place, generating reports on demand.

Within the Article:

Full Income Report
Income Summary
Monthly Activity Report
CPT Breakdown Report
Account Aging Report


Full Income Report

Be just one or two mouse clicks away from generating an aging report, a list of problem claims, or a monthly summary of billing and income! Clicking Full Income Report brings up a screen that filters and creates a more granular definition, related to reporting information. This screen offers Practice-Wide Statistics, along with filtering options that include date range, therapists, locations and the breakdown of charges and income details for insurance and clients.

**Note: Using the Dates filter and/or Print option (both located at the top right of each section) allows for the user to define criteria before viewing or printing.


Income Summary

The first section in the Reporting screen outlines the practice Income Summary details. Charges, Insurance and Client payments information is quickly viewable.


Monthly Activity Report

The second section relates to a monthly summary of activity, which is refreshed frequently and offers a glimpse into the last 10 years of data. Need to filter the results shown? Select an option from the drop-down list after clicking the All Dates option from the far top right of this column. There also exists the option from this area to view as a 'Table' or 'Line Chart'.


CPT Breakdown Report

The next section is the CPT breakdown. Details within include CPT codes, cash payments, miscellaneous credits and more. Need to filter the results shown? Select an option from the drop-down list after clicking the All Dates option from the far top right of this column. There also exists the option from this area to view as a 'Table', 'Pie' or 'Donut'.


Account Aging Report

Within the last Account Aging Report section, selecting the 'Therapists' desired and clicking Filter offers current, 30+ and up to 120+ days of account reporting information.