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Include total amount for processing fees in Credit Card Charges report

For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest over 8 years ago in Reporting 5 Already exists

Report on credit card deposits

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 over 6 years ago in Reporting 5 Future consideration

Create report that shows credit card expirations

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 about 6 years ago in Reporting 3 Future consideration

Include appointment time in Payroll Report

When running the Payroll Report, include the appointment time and session length.
Guest almost 4 years ago in Reporting 0 Future consideration

Run a daily billing report without invoices

I need to be able to run a report to include Date of Service, Client Name, Rendering Provider, CPT Code, Insurance and Co-pay.
Guest 6 months ago in Reporting 0 Future consideration

Display clients as Last Name, First Name

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 almost 2 years ago in Reporting 2 Future consideration

Report on clients with insurance

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 about 2 years ago in Reporting 3 Future consideration

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.
Guest over 4 years ago in Reporting 2 Future consideration

Filter the invoice aging report by claim status

When viewing the Invoice Aging report, allow me to see the claim status and filter by this status.
Guest about 1 year ago in Reporting 1 Future consideration

Add payment number to daily billing report

Allow me to include the payment number as a customized grid option in the Daily Billing report.
Guest about 2 years ago in Reporting 2 Future consideration