Reports For Taxes Without Patient Information


How do I generate a summary report without patient information?

You can generate a "Export Claim" report under REPORTS & FORMS -> Advanced Reports -> Select a date range -> Submit. An Excel spreadsheet will be downloaded to your local drive with the information required. You can simply remove the columns that contain patient information (i.e. Name, date of birth, health card number, etc.) and provide to your accountant.

Advanced billing reports menu itemAdvanced report selection screen

There is also a Tax Report that you may find it helpful. You can find more information here: Tax Report

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