Can I group invoice reports by billing codes or ICD-10 codes?

Yes. In the Invoices tab in Reports, you can group invoice data by Billing code or ICD-10 code, along with other available grouping options.

⚠️ Note: Reports are only visible to team members with Admin rights.

This is useful if you want to analyse income by service code, diagnosis code, or treatment type.

How to group an invoice report by Billing code or ICD-10

Follow these steps:

1. Go to Reports from the main menu
2. Open the Invoices tab
3. Open an existing report or create one by clicking '+Create blank report'
4. Click on 'Date' and select the tab for Date type: Invoice date issued, Invoice due date, or Line item date
5. Choose your Date range:
   -Today
   -This month
   -This quarter
   -Year to date
   -Last month
   -Last quarter
   -Custom
6. Next, click 'Filter' to select the relevant Location
7. Under 'Group by', select:
8. • (Billing) Code, or
   • ICD-10 (code)
     
9. Apply the filter.
   The report will group totals according to the selected code.
10. Click 'Save report' to save to your records
11. Click the download icon in the top right corner to export the report

Learn more

• How to generate financial reports
• How to download a report