Legacy receipts for a specific period of time

On April 24th, 2018 we separated SOAP notes from Receipts.  For financial activity which occurred prior to this date, please follow these steps.

  1. Login as Admin.
  2. Click Billing Activity and then on "Looking for Legacy Finance Report" (top right)
  3. Enter a start date, and end date.
  4. Select Search
Have more questions? Submit a request

4 Comments

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    Julie Austin

    Some of my schedules appointments are not showing up in my finances. What may be causing this to happen?

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    Lana Shubina LMT 15310

    It was much better before to print financial report at the end of the month. What did happen to it now?

  • 1
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    Rebecca Quiring

    If a therapist accidentally double issues a receipt how do you delete one? 

     

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    Jodie McLean, RMT

    I agree with Lana. Before we could export the monthly finance report to spreadsheet and reconcile what treatments were paid by insurance companies or other methods.  I find this confusing.  Please get us a better system of go back to at least the prior report.

     

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