Report on un-invoiced appointments
Allow me to run a report that shows all appointments that haven't been invoiced. Right now I can only do this for each client individually, which is tedious.
Linda Iacurto
shared this idea
Our Batch Invoicing feature allows you to find all unbilled appointments in a desired date range and create invoices for all of them at once. Click the following link to learn more about this feature: https://theranest.zendesk.com/hc/en-us/articles/360052147212-Batch-Invoicing-Create-Print-or-Email
If you're looking for something else, please resubmit your idea with more details!
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Thrive Solutions commented
This is so important to capture revenue that might not have been billed. I had someone help me go through the last 6 months and there were at least 20 appointments that I didn't bill just by pure oversight. This should be an easy report to run every week.
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Sara Arce
commented
I think this feature exists. If you go to billing: batch invoicing: search with criteria. It gives you a full report of appointments that have not been invoiced. Hopefully this helps.
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Michael Pisco
commented
Create a report that will list and identify completed services that HAVE NOT been invoiced for. Sometimes clinicians get behind schedule with their notes, and it is easy for billing to have an oversight and miss a service they should have billed for. If there was a list of notes "ready to be billed", it would be so much easier for our billing staff. Sortable and in date order.... that refreshes whenever a new note is signed off on.
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Jessica Dergance
commented
Completely agree! We really need this to ensure our group practices are functioning as efficiently as possible. This is SUPER IMPORTANT!