Overview

Snapshot Reports include a variety of pre-generated reports that are essential for tracking your clinic's payments, productivity, balances/AR, and more. If you would like to create your own customized reports, please see: Therabill Custom Reports Video or How to Create and Run Custom Reports.

Accessing Snapshot Reports

Snapshot Reports can be accessed from your dashboard. Click on Reports in the navigation bar at the top of the screen, followed by Snapshot Reports.

Navigating the Snapshot Reports

Snapshot Reports' main page contains a variety of report categories. Discover the value of these reports by exploring the different categories and report types available.

Click on the link to review articles further detailing each report category. 

• Indicators
• Payments
• Balances/AR
• Billing
• Clients/Patients
• Referrals
• Productivity
• Administrative
• Transmissions
• Transmissions (Standalone/Non-integrated clinics)
• Credit Card 

Change the Report Type

You can change which category of reports you are viewing by using the Report Type menu at the top right of the snapshot reports (red arrow). 

Each report in that category is accessible through the Report Tabs at the top (blue arrow).