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Patient Case Status: 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
  • Apr 23 2021
  • Future Consideration
  • Attach files
  • Guest commented
    7 May, 2021 11:25pm

    Hello, and thanks for your feedback! This is a feature that we don’t currently have planned, but may consider in the future. We’ll make sure to let you know if this feature is delivered. In the meantime if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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