CILe - Client Information Ledger
Accounting Report

Is there an Accounting Report with CILe?

Yes. Off of the Client's pop-up menu, toward the bottom of the menu.

Click the "Client Accounting Report" item to go to the selection screen.

Select the range of session notes you want on the report. The "current intake" only goes back to the most recent intake date. If this is the client's only intake period, then this will be the same as "All Intakes." If the client was discharged and reopened, however, these two reports will reflect a different range of sessions. The "By Session Date" is useful if, for instance, a client wants a report showing only those sessions for a particular calendar year or other period. Click the "Go" button to produce the report.


CILe will then display a printable report. If you have edited your "letterhead_picture.jpg" file in the C:\Program Files\CILe\CileLinkedFiles folder, then your letterhead will automatically be on the top of the page as shown.

To determine the total amount a client owes you, you can produce the "Accounting Report," or click the "Schedule with Copay" button on the Client Schedule screen.


 

 

For more information, contact:
Open Heart Christian Counseling
Sue H. McHenry, LCSW-C
Waldorf, MD 20601
301-751-2058


E-mail
Note: There are occasions when an e-mail may get lost in cyberspace. I answer all e-mails, so please, if you don't hear from me within 24 hours, e-mail me again. Persistence will get you through.

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Last updated March 11, 2009
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