The following flex reports can be used to export data from your system’s database:
| Appointments | - Appointments Admin
- Appointments Financial
- If financial information is needed.
| Clients | - Client Roster
- Client Contract Services
- Client Enrollments
|
| Funding Source | - Funding Source Roster
- Funding Source Services
| Staff | - Staff Roster Comprehensive
- Staff Qualifications
|
| Notes & Issues | - Client Notes & Issues
- Staff Notes & Issues
- Funding Source Notes & Issues
- Attachments must be manually downloaded from each record.
| Billing | - Appointment Billing Review
- Insurance Billing Claim Tracker
- Insurance Claim Manager
- To view claims and generate PDF files, if needed.
|
| A/R + Payments | - AR Aging
- Billing Ledger
- Payment Ledger
| | |
All of these reports can be exported to Microsoft Excel.
Flex Report How-To's: How to Use Flex Reporting
