Understanding the "Finalized Date" Filter in the Therapist Invoice Report

When generating therapist invoices, it's essential to understand how different filters impact the data being pulled. One key option in the Therapist Invoice Report is the “Finalized Date” filter. This filter determines whether the report is based on when notes were finalized or when services were rendered.

Knowing how this filter works ensures you're generating accurate invoices, tracking therapist productivity effectively, and identifying incomplete documentation when needed.

Below is a breakdown of how the filter works and when to use it.

FAQ: Finalized Date Filter

Q: What is the "Finalized Date" filter in the Therapist Invoice Report?

The "Finalized Date" filter allows you to run the report based on the date a note was finalized (signed/completed) by the therapist. This helps ensure that only fully completed and signed-off documentation is included.

Q: What happens when the "Finalized Date" filter is checked?

When this filter is checked:

• The report includes only notes that were finalized within the selected date range.

• The actual date of service does not matter—only the finalization date is used.

• This is ideal for payroll or billing purposes where finalized documentation is required.

Q: What happens when the "Finalized Date" filter is unchecked?

When the filter is unchecked:

• The report is based on the Date of Service—the day the therapy session occurred.

• It will include all sessions within the selected date range, even if the notes haven’t been finalized yet.

• This is useful for reviewing therapist activity or identifying any missing or incomplete notes.