How do I generate a report of my roster that includes payer info?

The "Roster with payer info" report will display your practice's roster information along with each chart's payer information. Read on to learn how to generate it.

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

2. Go to the "Financial" section. 

3. Choose "Roster with payer info" 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.