Income Report

PracticeQ offers an income report showing payments and refunds from clients and insurance providers over a specific time period.

Note: You must have the proper user permissions to access this report.

  1. Click Reports → Income. 
  2. Select the Income tab.
  3. Select the Practitioner to be shown in the report.
  4. Set a time period.
  5. Click Generate to create the income report. 
  6. The report contains three sections:
    1. Client Income
    2. Insurance Income
    3. Total Income
  7. Click Print for printing and PDF options.

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