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Reporting

Showing 194 of 2014

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 almost 4 years ago in Reporting 2 Future consideration

Add duration from progress note to the Detailed Attendance Report

Show the duration that was entered in the progress note on the detailed attendance report. Sometimes the therapist may run over the appointment time and the progress note is a more accurate reflection of the length of the appointment.
Guest almost 2 years ago in Reporting 2 Future consideration

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Sheralyn Shockey-Pope almost 6 years ago in Reporting 3 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 over 4 years ago in Reporting 3 Future consideration

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 about 2 years 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 about 2 years ago in Reporting 1 Future consideration

Report on telehealth sessions

Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.
Guest over 6 years ago in Reporting 5 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 over 3 years ago in Reporting 1 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 about 2 years ago in Reporting 3 Future consideration

Customize detailed client report

Allow ability to customize, add/take away columns in the detailed client report.
Guest almost 6 years ago in Reporting 2 Future consideration