Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest
over 2 years ago
in Reporting
1
Future consideration
It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
Guest
over 6 years ago
in Reporting
3
Future consideration
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest
almost 7 years ago
in Reporting
5
Future consideration
When viewing any table that has client names, have them be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting it's easier to find the client I'm looking for.
Guest
over 2 years ago
in Reporting
2
Future consideration
5
Future consideration
