report by client location

Hi ​@kge, you can run a Detailed Client Report which does display a filterable field for office location, which would fit the place of service that you mentioned. Here is an article that shows you how to run and filter that report:

Unfortunately, we don’t have any current reports that display the location of the client.

The “location” does not correspond to the “place of service” so what you propose does not actually work. I need to be able to do a report on claims for 2025 that have been delivered by telehealth (at least) and include city of client (at best). Or, simply, all billed services for clients in 2025 that are telehealth and live outside portland, or.

Hi ​@kge, while this level of reporting customization does not appear to be visible in the system, our backend support team may have a workaround. I recommend opening a ticket with them. Here is a step by step guide of how to do that: