It would be incredibly efficient to be able to run a report for a single day of appointments to determine whether any patients have a balance or credit on their ledger, rather than clicking through each individual appointment's ledger to glean the same information.
Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.
As an alternate option you could print the daily route slips for the patient appointments that day. each route slip will indicate the balances from page to page. quicker than searching each ledger.
You can see who has a balance for the day by running a Daily Huddle Report, although it won't show who has a credit balance - that would be helpful if they added that option to the Huddle Report.
Attachments Open full size