Reporting

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.

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...

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.

When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.

Add the payment date to the Staff billing report.

Allow me to view the claim number when running billing reports.

Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.

Allow me to access a Credit Balance report for Medicare/Medicaid to help when I submit quarterly attestations on credit balances.

When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.

When running the Submitted Claims report, allow me to include the service type/CPT code.