Reports Module

Supervision Tracking
This article explains how to download the supervision tracking report. This report monitors provider-assigned appointments for all treatment codes, exce...
Tue, 24 Feb, 2026 at 5:30 PM
Appointment Details Report Guide
The Appointment Details Report provides a comprehensive breakdown of scheduled sessions, categorized into billable, non-billable, employee-wise, patient-wis...
Tue, 24 Feb, 2026 at 5:29 PM
Appointment Details Report
This article explains how you can download the report - Appointment Details.  This report provides a full summary of appointment details, such as timing...
Tue, 24 Feb, 2026 at 5:39 PM
Client Service Summary
This article explains how you can download the report - Client Service Summary.  This report provides a summary of the type of service provided for the ...
Wed, 25 Feb, 2026 at 12:14 PM
Profit and Loss Report
This article explains how you can download the report - Profit and Loss Report.  This report explains the status of your practice's financial health...
Tue, 24 Feb, 2026 at 5:49 PM