How do I generate an "Income by clinician" report for my solo practice?

The "Income by clinician" report will display your practice's total amount billed (excluding invoiced amounts). Read on to learn how to generate it. 

1. From your main dashboard, click on "Reports."

2. Go to the "Financial Reports" section. 

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

4. After selecting a date range, click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. You can continue working on other tasks in a different tab. Click on "Yes, proceed" to continue. The report will be downloaded to your computer in .CSV format. 

If you have any questions, please contact us.