Reporting

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 ...

When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.

Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.

Display any write-off amounts when running the Staff Billing report.

Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.

Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.

Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

Allow ability to customize, add/take away columns in the detailed client report.

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.

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.