What is the best way to track payments in a report to capture new payments made for each of my clinicians? Some clients pay for a package of visits which makes it confusing for the standard report. The only work around that I have found is to run a report using stripe for the credit card report and then add the checks by hand. I also have to be careful to track refunds which are a bit hidden. In order to track payments per clinician, I have to look up each clinician for each client also and enter by hand. Previously I used Office Ally and this report was completely automated. Am I missing something? How can I save time and improve accuracy when I am paying my clinicians? Thanks!!! :)
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