After reviewing the Outstanding Balance reports, it is clear that this report requires SimplePractice to release new features in calculating how much is owed. This is something we continue to spend hours figuring out and this has not been a "simple" process for us. This is absolutely a business imperative for group practices and has been our #1 problem for scaling our practice. We have been losing money monthly and having to spend hours of time pulling from different reports which are not as accurate without combing through 200 records which has weekly billing transactions tied to the client records. The dates of services are incorrect and are no longer showing on the reports as once did last week. The date of service issue was previously posted by a user in the community board but never fixed. Why? The purpose of housing data is to be able to pull it out and have analytics for best practices.
All EHR systems have the capability of pulling a simple A/R report where clinicians do not need to spend hours of time fixing manually. If any feature needs to be enhanced, this is where your clients will need it the most or we will have to look elsewhere for a solution. Please fix as soon as possible.
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