WebPT Ideas and Discovery

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Patient Payments: Add 'Payment on Account', 'Refund', and 'Reversal' Transactions to Payment Log/Patient Payments

Currently, 'Payment on Account'-type payments, credit card payment refunds, and credit card payment reversals do not appear on the Payment Log or Patient Payments reports in Analytics. As a user, I would like to see these items included to ensure a complete dataset is available.

  • Guest
  • Sep 2 2021
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