Patients / clients should be able to get a report that quickly and easily shows when their payments were posted. Not just to which sessions the payments were posted, but on what dates the payments were received and posted to their accounts.

Currently, if a payment is made on Jan 15 2019 for a Dec 10 2018 session, then year-end 2018 report generated in February 2019 will show that the Dec 10 2018 session was paid before Dec 31 2018. This is because the session happened before Dec 31 2018. The reporting system goes off the session date, not the date of the payment.

An accurate year-end report should be able to be generated at any time. Some clients do not request a previous year's year-end report until April 14 of the current year.

The MCP reports are incorrect. If the payment was received in Jan 2019, then the payment information reported to the client should be reflected as a payment made in 2019, not a payment made in 2018.

Currently, clients cannot be given accurate payment information for their year-end tax and flex-spending accounts.