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On the right side of the page, expand the desire selections to then drag and drop the options you’d like to utilize in the billing report.
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Note: Patient demographics, including name, Staff Client Name, Staff Name, Funder Name, Facility/Location assigned to Client, Date of Service location, Date, timeVerified Start and End Time, Service line, Service line , and duration Session Duration will automatically load as a header. If you wish to exclude the client-assigned facility/location, service, or service line from the header, you can choose to do so under the Funder setup of the Company Account. Additionally, the top right corner of the note will display with the client name, Date of Birth and Member ID.
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