WebPT Ideas and Discovery

Can you please work on reports that would allow us to see totals of adjustments and write offs for accounting purposes. I can currently use the Monthly A/R to give a total broken down by the month for adjustments but I need to break the adjustments total down by insurance adjustments and client write-offs for our tax reporting purposes. We were told during our onboarding process that we would be able to create these types of reports but after chatting with support and trying to create a custom report I have not been able to make a report that just showed totals for these specific items without displaying patient names and creating a report that was too long to be useful.

Another issue I found is that I need to be able to create a report of the write offs by posted date instead of date of service. The Monthly A/R report has this option for adjustments but the Write-off reports do not. I can see the dates the write offs were done when looking at the session but am at a loss on how to get that information into a report for easy viewing. I need to show them in the current year the actual adjustment was given instead of the date of service in order to support out tax write offs for that year. Thank you.