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      Appointments to Invoice

      Description

      This report shows appointments with charges linked to insurers that can be invoiced but have not been invoiced yet.

      It is used to show the total amount of items that are still to be invoiced.

      Running the Report

      • Go to Reports >> Reports and select Business from the Report Category list.
      • Then select Appointments To Invoice in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      For Site

      This filter allows you to run the report for a specific Site.
      Group By

      This filter allows you to group the report data by client, clinician, debtor or site. Please note that this filter will change how the totals are displayed.
      Include Cancelled Appointments?

      This filter allows you to specify whether Cancelled Appointments should be included in the report.
      Include No Show Appointments?

      This filter allows you to specify whether No Show Appointments should be included in the report.
      Sort by Client Name

      This filter allows you to specify whether the report data should be sorted by Client Name.

      The Generated Report

      From within the report, you can click edit to open the Client Appointment details.