When running the Demographic Snapshot report and viewing the client distribution by age, have more age brackets to help inform our marketing and hiring. For example, break down the 0-25 age bracket further (e.g., 0-6, 7-12, etc.).
Alyson Skok
almost 5 years ago
in Reporting
1
Future consideration
Include location in email when appointment is scheduled
Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.
Allow me to create a custom home page or dashboard that displays information relevant to my role. For example, as a therapist, I may want to see outstanding progress notes and today's appointments, but as a biller, I may want to see un-invoiced ap...
Allow me to view a client's secure messages from their chart so I can see all their messages in one place without having to search for them in all of my secure messages.
Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
View DOS and invoice number for unapplied payments from an ERA
When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...