How can I easily see which patients I haven't seen recently?

Here's how you can easily see which patients you haven't seen recently, provided that all sessions have been billed for:

1. Click on ''Financial''. 

2. Click on the ''Filter List'' dropdown. 

3. Click on the dropdown under ''Date Range'', select ''All'', and then click on ''Apply''.  

4. Click on the ''I want to...'' dropdown, select ''Export'', and click on ''Detailed to CSV''. 

5. Once the file is downloaded, open, and sort by patient name. You will then be able to see the last billed date for each patient. 

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