Is there a way to view the list of CPT codes that were billed out for all patients?

You can generate a spreadsheet of your financial summary that includes the CPT codes that were billed out by following these steps:

1. Access the "Financial" tab on your dashboard.

2. In the "Financial Summary" section it will automatically show all transaction types. Select the desired date range on the ''Filter List'' dropdown field and click on Apply.

3. Now you can see your complete financial summary. To export it, select I want to...>Export> and select the desired export type in the dropdown. For example, we have selected ''Detailed CSV''.

4. Here's how the file looks like after exporting.

That's it! If you have any questions, please let us know.