Reports

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This article covers basic reporting features:

  • Billing Transactions
  • Patient Aging Report
  • Insurance Aging Report
  • Revenue Report
  • Write-Off and Adjustments Report
  • Note Count Report
  • EDI Claim History

To run a report, navigate to BILLING at the top. You can search billing transactions directly from this page with options for clinician, type, method, date, status, items, and more. You can also access other reports on this page. 

Revenue Reports show the revenue generated from insurance and patient payments. If you click on any reported balance shown in blue, TherapyNotes will provide you with the "payments leading to this revenue." 

Patient and Insurance Aging Reports show outstanding balances for patients and payers.

The Write-Off Report is where you can track the payments that you have written-off from patient or insurance payments. If you click on any reported charges shown in blue, TherapyNotes will provide you with a breakdown of "charges with write-offs." Write-offs are indicated with an asterisk (*).

Note Count Reports are great for calculating how many sessions per service type, per note type, per patient, or per clinician, have occurred. 

EDI Claim History: The EDI Claim History allows you to track the location and status electronic claims sent out through TherapyNotes. Messages about electronic claims rejected by the clearinghouse, and those rejected by a payer who reports rejection feedback through TherapyNotes, is located here. To learn more about the EDI Claim History see this article

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Comments

  • Avatar
    Lorna Taylor

    Would like to be able to easily calculate average session fee per week/month/year

  • Avatar
    Jordan

    Lorna,

    Thank you for suggestion. I will forward your feedback to management for review. If you have any questions please contact support at 215-658-4550 or via email at support@therapynotes.com

  • Avatar
    Shannon Jennings, PsyD, LMHC

    I would love to be able to create a revenue report by tax id!

  • Avatar
    Jordan

    Shannon,

    Thank you for your suggestion! I will forward your feedback to management for review. If you have any questions please contact support at 215-658-4550 or via email at support@therapynotes.com

  • Avatar
    Jesse Thompson

    It appears that revenue reports do not include write-offs or adjustments. Is this correct?

  • Avatar
    Jordan

    Jesse,

    The revenue report does not show adjustments. There is a specific report for adjustments which can be accessed by going to billing> write off report. If you have any questions please contact support at 215-658-4550 or via email at support@therapynotes.com

  • Avatar
    Randy Golly

    Would like to see a revenue report by therapist for payment to them of services. We have an agreement with the therapist that they receive XX% of revenue collected from copays, direct payments, or insurance claim payments. Payroll is every 2 weeks and need to be able to see all revenue by client between date ranges and then their % due. I can export to a spreadsheet and apply % to calculate amount due to therapist but would be nice to see it in a report. Also calculations of adjustments or payments prior to the 2 week payroll period becomes problematic that we have to track manually today.

  • Avatar
    Rachael

    Randy,

    Thank you for your suggestion. We do plan to update the way some of our reports function. This is something that will be included in a future update but we do not have an ETA at this time. If you have further questions, please contact our Support Team at 215-658-4550. Thank you.