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
Add column for staff to Payments and Payment Methods report
I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement...
Guest
over 9 years ago
in Reporting
7
Future consideration
Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.
Guest
over 6 years ago
in Reporting
3
Future consideration
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
Guest
over 2 years ago
in Reporting
3
Future consideration
7
Future consideration
