In this article, you'll learn about our update to:
Membership Program Name Added to the Financial Transactions by Provider Report
The Financial Transactions by Provider report now includes the membership program name for each membership fee transaction.
If your practice has providers responsible for specific membership programs, this update makes it easier to:
- Clearly identify which program each membership fee belongs to
- Accurately associate revenue with the appropriate provider
- Gain better insight into the performance of your membership programs
This enhancement improves visibility into membership-related revenue and supports more accurate reporting and analysis.
Note: At the moment, the system is configured so that the Main Provider is automatically assigned as the recipient of all membership fee collections.