This article explains how to run session reports on past session activity as an Organization Admin or Manager user type. The Report dashboard shows session activity up to the previous day.
- Go to the Organization or Sub-Organization of your choice
- Click on "Report"
- Select the start date and end date in which you want to run the report
- You can customize the report based on Location, Provider, Patient (Consumer), and Status
- Once you have the specifications in place, next to "Sessions List", click on either "CSV" or "XLS"
- A notice will appear that the report is being run and to please wait; click "OK"
- When the report is ready, a message will appear saying "Download generated: click here"
- Click on the link to download your report
*Note: "Billing Status" will appear in the downloaded report whether or not the organization conducts billing within VisuWell.