Practice summary statement in months
Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.
Wendy Longhurst
shared this idea
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This has been completed and will be included in the forthcoming update, scheduled around summer this year.
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Wendy Longhurst
commented
Hi, any update from your comment 6 months ago....? Increadibly frustrating to keep having to separate off certain accounts and manually write an e-mail explaining what is owing as there isn't a cohesive practice statement to show at a glace what's owing currently and historically.
MANY THANKS
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Thanks for this. I have pushed this forward to receive further review asap
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Wendy Longhurst
commented
... I see a lot of us are asking for this feature. Is there any update on this at all !? Is anyone even reading this?
I obviously know nothing about software, but seeing some of the other things implimented over the years, I honestly can't see how this is a huge ask.... just had another dentist rung up confused becuse the practice summery doesn't show monthly breakdowns! a bit embarassing that we can't provide this basic information. -
Wendy Longhurst
commented
Just wanted to illustrate this again. Normal detailed statements do get sent out, but again another customer wants to know concisely what they owe (as they owe several months) in one page, but I can't provide them with it. Sorry I know you're looking into it. It's just with more and more late payers, and payers that quite frankly struggle with working out what they owe, something like the attachment would really make life easier for all concerned.
Sorry, thanks. -
Wendy Longhurst
commented
Is there any feedback re this report yet? I'm sure everyone would find this a valuable report. The current practice summary is too 'basic' and doesn't help at all trying to illustrate concise info regarding overdue accounts - which all labs will have. Be good to know if it's something that will be integrated into transactor.
Please advise.
Thanks -
Wendy Longhurst
commented
Please can this be looked at. Each month I have to carefully select different reports/statements to cater for different clients ability to understand a what is owed! I am chasing late payers but as the practice summary statement doesn't give a breakdown of what months that are owed, ONLY one total, I am receiving quite a few over payments- which is pretty time consuming to resolve.
Thanks a lot
Wendy
