Parents Responsibility Report
1. What does this feature do?
Section titled “1. What does this feature do?”The Parents Responsibility report displays specific payments data related to patients. This report only shows actual patients that belong to the current location.
2. Who is this for? (Roles & Permissions)
Section titled “2. Who is this for? (Roles & Permissions)”Any Role with permission to update clients and view all clients.
- Super Admin: Can view and edit this report in their assigned locations.
- Admin: Can view and edit this report in their assigned location.
- Owner: Can view and edit this report in their assigned location.
- Manager: Can view and edit this report in their assigned location.
3. Business Rules & Enforcements
Section titled “3. Business Rules & Enforcements”- Rule 1: Only visible for roles with “update_clients” and “view_all_clients” permissions.
4. UI Placement
Section titled “4. UI Placement”- Reports > Management > Parents Responsibility Report
5. How-To Guide (Step-by-Step)
Section titled “5. How-To Guide (Step-by-Step)”- From the main dashboard, navigate to Reports > Management in the main menu.
- Click the Parents Responsibility Report button.
- Select the desired options from the dropdown filters: Insurance and Client Status.