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

The "Roster with payer info" report will display your practice's roster and each chart's payer information. 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 "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. 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.