"How do I view and print finacial reports about my practice?"

NOTE: This option is only available to users that have "Administration" priveledges set in their "User Settings".

The "Client Section" offers a number of pre-defined financial reports that are intended to give you insight into your practice's revenue generation. Revenue reports can be organized by date, by client or by therapist. Here's how it works...

1. Navigate to "Clients" >>> Reports
2. Select from the list the report you would like to view / print by clicking the "View" icon ( )

3. On the resulting page you will be able to view and print the selected clinic report.

4. The information that is included in your report can be changed by clicking on the "Options" tab and selecting (or deselecting) items from the "Include in Report" list. Each item that you select is then included in the report.

5. Once you have selected the information that you want included in your report click the "Save" button.
6. Click the "Results" tab to view and/or print the new report data.
7. The time period and the way the report is totalled is also selectable by you. To set the report's totalling method click the "Filter" tab and select the sub-total criteria from the drop-down menu under "Sub-total by" heading. Note: A second sub-total can be added to your report by selecting another sub-total criteria from the second drop-down menu.
8. Now choose the period of time that you want the report to cover by selecting one of the four pre-defined time period options or set your own date range.

9. Once you have selected the time period that you want included in the report click the "Save" button.
10. Click the "Results" tab to view/print the new report data.