What is a Treatment Report
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Published: April 13, 2023
Last updated: February 04, 2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of service, location, treating therapist, and services provided during treatment. A treatment report is needed to generate insurance billing claims and Superbills. Treatment reports are automatically generated when the 'Billing' section of a visit note is completed.
To manually generate a treatment report, or to become familiar with the steps Ambiki has automated for you:
To manually generate a treatment report, or to become familiar with the steps Ambiki has automated for you:
- Go to Billing from the navigation.
Link to 'Billing'.
2. Click Go under Treatment reports.
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3. Click the New treatment report button.
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4. Enter the provider, date of service, patient, and location.
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5. Click Add service to add the services provided. Enter billing codes, units, duration and optionally a description and language. You can add multiple services to one treatment report if there were multiple services provided in the session.
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6. Click Save treatment report.
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After you have created a treatment report, you can create an Invoice. Treatment reports are created automatically when completing the "Billing" portion of the visit note no matter what billing automation your organization has set.
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Bailey Morgan