1.Go to your client’s profile by searching their name on the search bar
2.Once you are on the client’s profile click More and select Disbursements.
3. Once you navigate to the disbursements page you will be able to filter your client's disbursement by type, date range, and provider name.
4. You can either Print a copy or select download to generate an excel file.
Congrats, you now know how to locate your client disbursements! Please send us an email to [email protected] if you require further assistance.