We’re excited to announce the latest addition to our Client Portal: the Reports section.
This feature provides a clear, comprehensive overview of your reimbursement activity, saving you time and simplifying account management. It displays reports at the workspace level; if you have more than one account, here you will see reports from all.
ACCESSING THE REPORTS SECTION
You can reach Reports in two ways:
- When you open the Client Portal, you will find the Reports tab on the landing page.
- The navigation table on the left now includes Reports as well; you can always access them through there, even if you leave the landing page.
WHAT'S IN THE REPORT SECTION
In the Reports section, you'll find a table with all your reports. It includes:
- Reimbursement Period: displayed by month, the dates show when reimbursements were processed.
- Reimbursed Amount: the total sum of funds recovered for that period.
- Fee Rate: the percentage rate applied for our services.
- Fees Charged: the calculated fees for that month.
Each month typically has a report. If a month is missing, there were no successful cases during that time.
The best part is that you can also download these reports – every single one.
DETAILED REPORTS AT YOUR FINGERTIPS
In addition to viewing reports online, you can download them for offline access.
In the downloaded report, you can find:
- Case IDs and Reimbursement IDs for tracking individual claims.
- Exact Dates and Quantities of each reimbursement.
- Reimbursed Inventory amounts.
- Reimbursed Amount of money for every reimbursement.
The ability to download reports ensures you'll have all the needed data in an organized, accessible format. If you have any additional questions or see a problem with your reports, contact us any time at hello@regainables.com
MOVING FORWARD
The Reports section is designed with transparency and user convenience in mind, providing everything you need to monitor and manage your reimbursements efficiently. But be assured this isn't the last upgrade coming the Client Portal way.
Regainables is rapidly growing, and so are tools for our clients. Keep track of our upcoming updates on Regainables LinkedIn!
