Expense Tracking
Expense tracking records are created from an appointment. They are used to record various expenses occurred by the therapist and any other persons that are related to the appointment. These are not used to bill the insurance for the student’s sessions. Various reports are available and more may be created to suit the practice’s needs.
Assigned To
This is user that is tracking their expenses and may be eligible for reimbursement. It defaults to the Assigned To on the appointment when the record is initially created, but it may be changed.
Expense Category
Select the appropriate category for the expense.
Billable
Check this option if the expense is billable. This is used by the practice for reporting purposes. It is checked by default if the corresponding expense category has Billable Default selected.
Beginning Odometer
If the expense category allows mileage, this field will be enabled. If applicable enter the beginning odometer mileage related to the expense. If just the total mileage is needed, enter a value of 0 (the total mileage will be entered for the Ending Odometer).
Ending Odometer
If the expense category allows mileage, this field will be enabled. If applicable enter the ending odometer mileage related to the expense. If just the total mileage is needed, enter that value here (0 should be entered for the Beginning Odometer).
Amount
Enter the total amount of the expense.