Employee & Client Individual Compliance Reports

Individual Compliance reports are individual reports for a client or employee based on services they are eligible to receive or perform.

Note: select the client or employee’s allowed services via the edit information page prior to accessing the compliance report. 

Accessing Client Individual Compliance Reports

1. Select filters from the Dashboard. 
   • Client/Employee/Doctor - select Client
   • Select a Transaction - select Client Report: Individual
   • Select a Client - select client's name
     
     
     
2.  The Individual Compliance Report page opens. Report details are organized in a table format.
   • Requirement
   • Requirement Description
     • Required for Billing - requirement must be on file prior to a session being completed and  line item created in the submission report.
     • Not Required for Billing - requirement does not need to be on file prior to a session being completed and line item created in the submission report.
   • Select Services
   • Upload Requirement
     • Upload requirement documents 
     • Enter Start and End date if required
   • Hide All Services - if un-checked, all services for each requirement displays.
     
     
     
     

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