Reimbursement Payment Summary Report

The Reimbursement Payment Summary Report is a wellness program report that displays a summary of your wellness program providers’ activity. This report is only available to franchisee business accounts.
For more information, see Wellness programs.

This article describes how to view the Reimbursement Payment Summary 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 Payment Summary Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Wellness Reports.
    4. On the Wellness Reports menu, click Reimbursement Summary. The Reimbursement Summary Report is displayed.

    Headings in the Reimbursement Payment Summary Report

    Heading name Description
    PROVIDER NAME The name of the wellness program provider.
    TOTAL REIMBURSED The total amount of money this provider has reimbursed during the selected date range.
    TOTAL FEES The total amount of fees this provider has charged during the selected date range.
    TOTAL TAXES The total amount of taxes on client reimbursements.
    TOTAL DEPOSITED The total amount of money that has been reimbursed to clients during the selected date range.
    WORKOUT MONTH The reimbursement period.
    WORKOUT YEAR The reimbursement period.
    # DENIED The total amount of client rebates this provider has denied reimbursement for during the selected date range.
    PENDING RESUBMITS The total number of resubmitted reimbursement requests that are still pending.
    ESTIMATE DEPOSIT The estimated date range in which all the provider's deposits into client accounts will be made.
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