Daily Billing: what each column means
One row per service per day, and it names who delivered the session rather than who signed the claim.
This is the billing grid for an ABA practice: every service, every day, priced and with its payment position beside it. The billed and paid amounts pair on the same row, which is the shape that makes a real collection rate possible without joining two files.
The column that matters most is the one that is easy to walk past. Appointment Staff is the person who actually delivered the session, not the supervisor whose credential rides the claim. That is what makes per-clinician numbers recoverable straight from this file, in a setting where attribution is usually the hard part.
Every column in the file
Daily Billing
Service Date · Client · Appointment Staff · Service Type · Payment Date · Insurance Amount Billed · Insurance Amount Paid
| Column | What it holds |
|---|---|
Service Date | Decides the moneyThe day the service was delivered. There is no billed-date column, so this is the grain everything buckets by. |
Client | Names a clientThe person the service was delivered to. This is the column that makes the file client-level. |
Appointment Staff | Decides the moneyThe clinician who actually delivered the session, not the supervisor whose credential is on the claim. This is the column that makes per-clinician attribution possible from this file alone. |
Service Type | Which service the row is for. |
Payment Date | The day payment was recorded. Deliberately not read: Service Date is the row's grain, and a second date mapping would fight it. |
Insurance Amount Billed | Decides the moneyWhat was billed to insurance for this service. The billed side of the pair. |
Insurance Amount Paid | Decides the moneyWhat insurance has paid so far on this service. The collected side of the pair, and a floor rather than a final figure. |
Which columns decide practice economics
Service Date sets the grain, Appointment Staff says who earned it, Insurance Amount Billed is what went out, and Insurance Amount Paid is what has come back. Billed against paid on the same row is the collection picture.
What this file cannot tell you
What we do not know
- Client-side amount columns may sit alongside the insurance pair. Both read zero in the insurance-based practice whose export we saw, so we have not confirmed them.
- The CSV export's header row has not been seen directly. It is assumed to match the grid.
What will bite you
- The paid column is a floor, not a final number. Some payers do not report back, and claim clearing is done by hand, so what it shows is collected-so-far.
- Sessions that were never billed are absent from this report entirely. That gap only appears when you compare what was billed against what was actually delivered.
- There is no hours column, and no billed-date column. Hours live in the schedule, and Service Date is the only grain the file offers.
- Staffing assumptions built for therapy practices are wrong here. Direct ABA staff bill nearly every hour they work, so when this report is recognized the admin-time assumption drops to 0.2 admin hours per clinical hour instead of the therapy figure of 1.5, and the report prints the assumption it used. Anything you supply yourself always wins.
Drop this exact file here
Drop this exact file into the step that removes client data. It runs on your own computer, strips the columns that name a client, and hands back clinician-level totals. Those totals are what the free Snapshot reads. Nothing is uploaded at any point.
Both steps run in your browser. No file is uploaded, and no client data is ever sent anywhere.
All the export files we have written up · Last checked 2026-08-13