Our system offers a simple income report to give you a breakdown of payments and refunds from clients as well as from insurance providers. This allows you to very easily generate a report for a specific period of time, and see your income from clients and insurance providers separately, including an overall total.
This report is accessed by navigating to "Reports > Income" (you need to have the proper user permissions to be able to access this). From there, simply set which practitioner should be shown in the report, set a date range, and click "Generate" to create your income report. There is a dropdown button on the right side of the Generate button that allows you to export it as a PDF file, or you can click the "Print" button shown just above the income report output.