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Reporting

Showing 195 of 1967

Allow only admins to view Retention Rate report

Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
Guest over 1 year ago in Reporting 0 Future consideration

Report on demographics of clients served within a time period

Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest over 1 year ago in Reporting 1 Future consideration

Run Service Billing report by service date

Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
Guest over 3 years ago in Reporting 2 Future consideration

Ignore date range when running the closed cases report

Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest almost 2 years ago in Reporting 3 Future consideration

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Guest over 5 years ago in Reporting 3 Future consideration

Report on pending portal forms

Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
Guest about 3 years ago in Reporting 1 Future consideration

Customize detailed client report

Allow ability to customize, add/take away columns in the detailed client report.
Guest over 5 years ago in Reporting 2 Future consideration

Payroll Report by Assigned Staff

Is it possible to have the Payroll Report have an option to show by Assigned Staff? A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had ...
Guest about 4 years ago in Reporting 3 Future consideration

Report on active payers

Allow me to run a report to see the active payers we had in a time period and how many clients had each payer.
Guest over 1 year ago in Reporting 0 Future consideration

Add ability to show/hide archived service types in reports

Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills over 5 years ago in Reporting 3 Future consideration