How do I generate a report for the services not submitted to insurance?

The "Services not submitted to insurance" report shows a summary of the transactions that haven't been submitted to the insurance companies for reimbursement. This will apply to all the clinicians in the group. Read on to learn how to generate it. 

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

2. Go to the "Financial" section.   

3. Choose "Services not submitted to insurance" from the drop-down. 

4. Click on "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.