Insights: Bill Status

The Bill Status report is used for an overview broken down by individual bills.

This report includes:

Date (this is the bill creation date)
Bill ID
Practitioner
Client
Bill Status
- Complete - The bill has been fully paid by the client and/or the insurance payer.
- Open - The bill has been created but has not been fully paid by the client and/or the insurance payer.
Total Amount of the bill
Client Paid amount
Insurance Paid amount

Report Features

To refine your report for specific insights, you can filter by the following:

Date Range: Use the dropdown arrow next to the date range box to select from preset options (such as Past Month, This Month, and more).
Custom Range: For more control, click directly on the start and end dates to set a custom date range.
Members: Select the practitioner(s) you want to include from the Members list to narrow the report to their data only. It defaults to "All". Deselect this checkbox to choose specific member(s).
Clients: Search by a client’s name to filter the report to their data.
Status: Adjust the report by All bill status or specific ones: Unpaid, Complete, Paid

Filtering by date, practitioner, bill, client, and status

As with all Sessions Health insights reports, you can download the Bill Status report as a .CSV file by clicking Download in the top right hand corner.