User that Posts Payments
I can't believe that you can not see what user posted a payment to a patients account...I would like to see that feature added!
I would love to see who posted payment and who did the Insurance adjustments.
Check the office journal, check the “all” button in the filters and you can actually see everything including when texts, emails were sent... it is absolutely a wonderful feature to see everything for a patient
You can find this in the audit trail.
If you aren't using the bank/branch section (which most offices are not) you can always put the initials of the employee there.
This would be great. We "try" to initial every payment, but that doesn't always happen. And I'll do an audit trail report if I have to, but it would be great to just be able to see it. I feel like if someone is logged in, then everything should be tagged with their user name.