General features I need but am unable to find

I’ve been playing with your trial version a bit.I am opening a new clinic in 5 months and am trying to ensure I have a good clinic software solution in place before then.

I like your documents and clinic note features, and the overall layout of your program.

There are certain things I would like to see, but am unable to get your program to do. Unsure if it is just me or a limitation of the software. They are as follows:

1. I need to be able to generate a report that shows me how much each provider has billed during a set period of time, how much has been paid, and how much is outstanding. I need to be able to get a summary screen with these numbers that does not have any client specific info on it, just the raw numbers, and a second report that would list all the clients who had any financial activity in a set period i.e. either an invoice genreated or a payment received, or both of course.

2. Is there an audit trail – i.e. can i go back through a log af all interactions that occurred in the system over a set period of time?

3. Can I generate a report that groups clients by subset i.e a group of all of one insurance type, and then averages out their file costs, and then get it to break it down again by provider?

4. Can I set each providers earnings a a percentage of what they have billed, and bring this up as part of my report in question number one (this feature is an easy manual calculation but if it was built into the report it would be nice)?

Thanks, and I will keep playing with the software to see if I can adapt it for my needs.

Regards,

Jason