We also have to produce the CSV report to reconcile attendance to billing for therapists. Since the invoice defaults to the therapist of record instead of the therapist actually seen for the appointment there is room for error in a busy office and it would save time to be able to run comparison reports that don't require manipulation more frequently in the month. It would also be great to change the invoice to bill to the therapist who saw the client (which can be different than the therapist on record) .
We also have to produce the CSV report to reconcile attendance to billing for therapists. Since the invoice defaults to the therapist of record instead of the therapist actually seen for the appointment there is room for error in a busy office and it would save time to be able to run comparison reports that don't require manipulation more frequently in the month. It would also be great to change the invoice to bill to the therapist who saw the client (which can be different than the therapist on record) .