Settings and activity
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65 votes
Hello,
Can you please clarify which transaction report your exporting? i.e. Transactions App, Web Dashboard CSV, or something else?
Thanks,
Clover Product
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Toba
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236 votesToba
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39 votesToba
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All doctor offices use a software to hold patient information and when a patient comes in and makes a payment via credit card the front desk must then go in and update the software. If the front desk forgets to input a card payment into the medical software, they have no idea why the batch report and the patient payment reports are not matching. In order to correct that they need to see the card holders first and last name on the transactions report to identify the issue. If the front desk does add the payment to the medical software and puts that payment as cash and it is a card payment the reports again do not match which is an issue within the medical field. The largest part of my portfolio is medical and I have had a lot of issues with our reporting and the difficulty the office staff is having balancing at the end of day due to not enough detail on our reports. A lot of other providers provide this as we do within Business Track however they have to balance before leaving that day and Business Track only updates 24 hrs after the machine batches. We really need this added to reporting in order to retain all of these large medical businesses.