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