Billing Report

Run the Billing Report to determine which insurances make up the highest percentage of your reimbursements and which CPT codes you bill most often. Then use the data to analyze trends or view historical data.

Any patient notes documented in SOAP 2.0 will not appear on this report. Please use the Billed Units Report in Analytics. Click here for a list of all reports that don't include SOAP 2.0 data and the Analytics report you should use instead.


Information included in the report includes:

  • Insurance Name and Type
  • Link to Finalized Note
  • Copay Paid
  • Date of Service
  • Date Finalized
  • Therapist Initials
  • CPT Codes
  • Units
  • Visits

To run the report:

1. Click  Billing Report in the Reports box.                                                                 

2. Using the drop-down boxes, choose report parameters.                                  

  • Start and End Date: select the date range 
  • Date Constraint: Date of Service is the scheduled appointment date; Finalized Date is the date the therapist finalized the note
  • Insurance: use to select one insurance only
  • Therapist Role: select Forwarding or Finalizing
  • Therapist: use to select one provider only

Note: When looking for all claims for a patient, select Finalized Date, this allows the report to show notes finalized a day or more after the appointment date.

3. Click  Generate Billing Report.

4. Use the  Sort By drop-down to change the sort, if desired.

You can sort the report by insurance, CPT Code, patient, or date. High-level numbers are also included for the number of Patients, Visits, and Units.

5. Click  Generate PDF for a clean document you can print or Export to Excel to further manipulate the data.