Reimbursements Details by Location Report

The Reimbursement Details by Location Report is an enterprise report that displays a list of client reimbursements, sorted by their franchise location. This report is only available to franchisor business accounts.

This article describes how to view the Reimbursement Details by Location Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Reimbursement Details by Location Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Enterprise Reports.
    4. On the Enterprise Reports menu, click Reimbursement Details by Location. The Reimbursement Details by Location Report is displayed.

    Headings in the Reimbursement Details by Location Report

    Heading Description
    Franchisee The name of the franchise location.
    Client The client who was reimbursed. Relevant details about the client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.

    If the reimbursement was provided to the business, the franchise location’s name is listed in this column.

    Provider Name The name of the wellness program provider.
    Status The status of the client’s reimbursement. The possible statuses are: Active, Pending, Cancelled, and On Hold.
    Total Reimbursed The amount of the client’s reimbursement.
    Admin Fee The administrative fee for processing the client’s reimbursement.
    Early Term Fee The early termination fee for the client’s reimbursement.
    Total Taxes The amount of tax on the client’s reimbursement.
    Total Deposited The total amount of money charged or deposited by the provider.
    Workout Month The month for which the client will be reimbursed.
    Workout Year The year for which the client will be reimbursed.
    Rebate Denied Reason If the reimbursement was denied, the reason for denial is listed in this column.
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