Reporting

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Store "Customize Grid" selections

When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.

Guest almost 6 years ago in Reporting 77 Completed

287 VOTE

Report of clients by insurance payer

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.

Guest over 8 years ago in Reporting 49 Completed

77 VOTE

Create a report showing clients with no appointments scheduled

It would be great if you could provide some way to highlight clients who do not have an appointment scheduled for a future date either through a report or some kind of notation in the client list. I routinely want to check to make sure that my cli...

Guest over 7 years ago in Reporting 14 Completed

67 VOTE

Create report for client's contact information

We would like to be able to have a report that could give us all of our clients contact information. Example: If we could get a report with all of our clients emails so we could send them our company newsletter at the same time.

Guest about 8 years ago in Reporting 12 Completed

28 VOTE

Payroll Report by Appointment Staff

Have the option to run the Payroll Report by Appointment Staff

Guest almost 4 years ago in Reporting 8 Completed

20 VOTE

Billing report by insurance payer

We need a way to break out billed amounts and payments by insurance company. The report should let us filter by different date types and insurance payer.

Guest almost 6 years ago in Reporting 0 Completed

20 VOTE

Add service types filter to Retention Rate report

This report is meant to track retention of THERAPY clients, as it is not necessary to track retention for shorter term clients. But by including all service types, such as evaluations, this table/report as-is is useless, as the 1 and 2-5 column nu...

Guest over 6 years ago in Reporting 0 Completed

7 VOTE

Add staff filter to detailed attendance report

When running the Detailed Attendance Report, allow me to filter the report by staff member so I can view one staff member's attendance at a time.

Guest about 3 years ago in Reporting 3 Completed

4 VOTE

Report on authorizations

Allow me to run a report where I can view all of the authorization information for my clients so I don't have to go into each one individually.

Guest over 2 years ago in Reporting 2 Completed

5 VOTE

Report on Communication Preferences by Client

There are communication preferences for each client (e.g. Do not contact by email, do not contact by phone, etc.). Allow me to run a report that includes this information, so that if I want to send a mass email to clients I know who to exclude.

Guest over 3 years ago in Reporting 2 Completed

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