Reimbursement Payment Details Report

The Reimbursement Payment Details Report is a wellness program report that displays a list of clients, sorted by the details of their reimbursement requests. This report is only available to franchisee business accounts.

For more information, see Wellness programs.

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

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

    Headings in the Reimbursement Payment Details Report

    Heading name Descriptions
    MEMBER The name, email, and profile image of the client is listed in this column. Relevant details about this 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.
    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.
    AMOUNT The amount of the client’s reimbursement.
    EARLY TERM FEE The early termination fee for the client’s reimbursement.
    ADMIN FEE The administrative fee for processing the client’s reimbursement.
    MEMBER FEE The member fee for the client’s reimbursement.
    TAX AMOUNT The amount of tax on the client’s reimbursement.
    TOTAL CHARGED / 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 The reason why the client’s reimbursement was denied.
    ACTION Click the Resubmit button to resubmit the client’s reimbursement request.
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