Client Financial Summary

Client Financial Summary

This report is a summary of all activity for all clients by date of service range.  This includes all payment activity for those dates of service regardless of check date or posting date.  

To access this report, click on Reports and then Misc Reports.  Select Client Financial Summary.

Once the report is selected, select the date range and Go.

Clicking on the blue client name will redirect the system to the Account Activity by Client.

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