What is a Treatment Report
![What is a Treatment Report image](https://ambiki.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWt4T1RZd1pqWXpOeTFrT0dFNUxUUmtPV1F0WW1JeVlTMWtNVEU0TlROa09USTJOelFHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~2584dc65d492bfb9726e398df0182f6c601c51c8/lp_billing%20(2).jpg)
Published: April 13, 2023
Last updated: February 26, 2024
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.
Left navigation tab.
2. Click Go under Treatment reports.
![](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWs0WWpZM09EZ3dNQzFpWVRVMUxUUmxaR0V0WVRWaU1DMHlPR1k0WWpCbFkyWmlOek1HT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~10532d79380818e54791809bb82ef3d1ceb6301f/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RkhKbGMybDZaVjkwYjE5c2FXMXBkRnNIYVFJQUJHa0NBQU09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~77115681601b478277d5a55fe32c93b87a5f9474/Screenshot%20(158).png)
3. Click the New treatment report button.
![](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWswWW1Rd1pEWmlZaTFqTkRRMkxUUXdaVGt0T1RrMU5pMHlNV0l5TW1SaVptTXhPVEFHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~527c41b7f9d6dbae729bb7f1ffb5c838e49787f1/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RkhKbGMybDZaVjkwYjE5c2FXMXBkRnNIYVFJQUJHa0NBQU09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~77115681601b478277d5a55fe32c93b87a5f9474/Screenshot%20(159).png)
4. Enter the provider, date of service, patient, and location.
![](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWszTnpaaU16QTFNaTAxTWpWakxUUmtaVFl0T0RFd05DMDFaalpqTmpsaU1UaGlZVGdHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~3dbda848e5dbdcbade65c3f7c606236067a6859a/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RkhKbGMybDZaVjkwYjE5c2FXMXBkRnNIYVFJQUJHa0NBQU09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~77115681601b478277d5a55fe32c93b87a5f9474/Screenshot%20(160).png)
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.
![](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWszTkRNek1HTXlOaTB5TVRCaUxUUXdaVFF0WVdNMU1DMWtNek0zTURRMU16QmxaR1VHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~02a28595e4a216f5542a28f2e64cc4bc1ebb5a21/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RkhKbGMybDZaVjkwYjE5c2FXMXBkRnNIYVFJQUJHa0NBQU09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~77115681601b478277d5a55fe32c93b87a5f9474/Screenshot%20(161).png)
6. Click Save treatment report.
![](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWxtWkRBelpXRXpaQzB4WlRnMkxUUmhOVGt0WWpnNU5pMW1NRE0yT1dObU16ZGpNVEVHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~bdd96f29dfbe92cabd04c29cb1312f46b5b2af58/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RkhKbGMybDZaVjkwYjE5c2FXMXBkRnNIYVFJQUJHa0NBQU09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~77115681601b478277d5a55fe32c93b87a5f9474/Screenshot%20(162).png)
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