Add practitioner drop down option in financial exports report for more transparent practitioner pay calculations

When calculating an associates pay, as well as the ‘Accrual Cash - date paid report’, it’s useful to have a more detailed report showing each transaction/ patient that contributes to that figure, for transparency.

I can do that currently, using the ‘financial exports - payment allocations’ report, but have to then ‘sort’ it via practitioner in an excel sheet and then delete my own transactions, and then add in the formula / sum.

It would be helpful to have a practitioner drop down option in the payment allocations report, as well as the clinic dropdown! (This was an easy report in Jane, so I think this would be an easy addition in PH).

This will be very useful, particularly when growing the clinic and having more than one associate.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

12 months ago

Author

Lyana Nepia

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