WebPT Ideas and Discovery

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Payment screen entry

When making entries in the Payment Entry screens, if you click on the client information icon, when you return all information that was previously enter gets deleted. I had to re-enter a large entry in COB Entry because of this. Please fix this glitch. Thank you!

  • Guest
  • Jan 28 2022
  • Future Consideration
  • Attach files
  • Guest commented
    October 14, 2022 17:20

    When we are on the client payment screen (clickable dollar sign via the dashboard) - can the Description Field be added there so we can add notes. Currently we have to enter the payment, post it, then go to search payments - edit the payment and add the notes there.

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