We would like to be able to generate a report of clients that have a credit, an overpayment, on their account, that can be sorted by therapist. Currently we have a flag to mark accounts with a credit. But sometimes the flag does not get applied. It would also be helpful for the option to include archived clients as well just in the off chance a client gets archived with a credit needing to be returned.
A client balances report should be able to be run and PRINTED/SAVED and be one of the options under REPORTS rather than (or in addition to) CLIENTS. Currently I have to take screenshots and send emails to my staff therapists.
Yes, my therapists and I can see what the client balance due (or credit) is when we look at Theranest. But that's dynamic - here and gone. What I wanted to do was to generate a report (to save as a PDF) that lists:
client name
client email
client phone number
authorized card on file
last payment date and amount
client balance
I could then send the report to the therapist with the instruction that they take care of collecting these balances ASAP. On the report they have at their fingertips everything they need, especially if they need to call the client. They can place the call and pull up the client's ledger at the same time - efficiently.
I have 20 therapists on staff, so these reports can be my 1-page documents that show outstanding balances for each THERAPIST. The therapist and I can then work off of the same 1-page document to see where they are rather than scrolling through pages. It essentially will be a to-do list for both the therapist and myself.
Daily Billing Report only shows you payments that were taken within a certain date range, includes other billing actions, and doesn't necessarily "balance out" your clients ledger (client balance minus client unapplied payments) -- it isn't made for calculating true "remaining credit" or for showing all client's with unapplied payments.
It would be beneficial to see "real" unapplied credits during covid due to the nature that we switched quickly with insurances covering cost shares, and we were billing until notified by individual insurance. Now there are credit balances. We would like to find only credit balances per clients archived or active.
Thanks
