Reporting

Showing 182

317 VOTE

Report on missing, expiring, and unsigned treatment plans

Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.

Guest over 8 years ago in Reporting 86 Future consideration

265 VOTE

Create custom reports

Allow me to create a custom report by selecting information/data fields from a list.

Guest about 7 years ago in Reporting 49 Future consideration

139 VOTE

Report on number of sessions

Allow me to run a report to see how many sessions our organization has had, and how many each therapist has had during a specific time period.

Guest about 6 years ago in Reporting 28 Future consideration

2 VOTE

Exclude insurance amounts from invoice aging report

Allow me to exclude insurance due amount from the invoice aging report and just show the client balances.

Lisa Briggs about 1 month ago in Reporting 0 Future consideration

27 VOTE

View all missing progress notes

When running the Missing Progress Notes report, allow me to easily view all progress notes that are missing. Right now I have to rely on a date range and I may be missing some if I don't go back far enough.

Guest over 1 year ago in Reporting 1 Future consideration

2 VOTE

Advanced claims activity report

Allow me to request and receive real-time claim updates from payers.

Guest about 1 month ago in Reporting 0 Future consideration

94 VOTE

Measure treatment success rate and track outcomes in a report

I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).

Guest about 6 years ago in Reporting 23 Future consideration

44 VOTE

Add staff to Credit Card Charges report

Add the staff name to the Credit Card Charges report so I can see who took the charge.

Guest about 3 years ago in Reporting 24 Future consideration

20 VOTE

Add payment method to the Daily Billing report

Allow me to view the payment method when running the Daily Billing report.

Guest over 1 year ago in Reporting 1 Future consideration

91 VOTE

Add rendering provider and filter to the Invoice Aging report

Allow me to view, sort, and filter by the rendering provider when running the Invoice Aging report.

Guest almost 8 years ago in Reporting 19 Future consideration

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