I am part of a group practice, and handle the accounting. The payout report for credit card payments is useful and appreciated. However, I would like to suggest an improvement, of adding a column of clinician. There are days that a payout includes well over 20 transactions, and with 5 clinicians (soon to be 6), I must go into each client listed in the payout report to see who it is that this particular charge belongs to. If there were a column of "clinician" (or something similar), it would make the process much quicker and smoother for individuals working with this report. I understand that this would be unnecessary for individual clinician practices, but hope this is something that would be incorporated in the (near) future. Thank you!
Post is closed for comments.