Make it possible to filter clients by insurance type and within that by age, gender, etc.
For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I kn...
Guest
over 9 years ago
in Clients & Groups
0
Future consideration
Display transaction details for payments throughout client Ledger
The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when...
Christina Edrington
over 5 years ago
in Billing & Payments
3
Future consideration
I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
Guest
about 6 years ago
in Clients & Groups
3
Future consideration
We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report...