How do I generate an "Income by clinician" report?

The "Income by clinician" report will display the total amount billed per clinician (excluding invoiced amounts). Users can filter by single or multiple clinicians. Read on to learn how to generate it. 

1. From the "Owner" dashboard, click on "Reports."

2. Go to the "Financial" section.  

3. Choose "Income by clinician" from the drop-down. 

4. After selecting a date range and clinician(s) to generate the report, click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. After you click "Yes, proceed," the report will be downloaded to your computer in CSV format.

If you have any questions, please contact us.