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Reporting

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Include payment notes in Payment Methods report

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.
Guest over 4 years ago in Reporting 0 Future consideration

Add write off amount to the staff billing report

Display any write-off amounts when running the Staff Billing report.
CMHC Admin almost 6 years ago in Reporting 0 Future consideration

Staff demographics report

Allow me to run a report that displays the demographic information for my staff.
Guest about 2 years ago in Reporting 0 Future consideration

Report on attendance by service type

Allow me to run a report that will display client attendance according to service types.
Guest over 1 year ago in Reporting 0 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 over 1 year ago in Reporting 2 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 about 6 years ago in Reporting 5 Future consideration

Show client flags in detailed attendance report

Allow me to see the client flags when running the detailed attendance report.
Guest over 2 years ago in Reporting 1 Future consideration

Report on progress notes with no supervisor signature

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.
Guest almost 4 years ago in Reporting 0 Future consideration

Add payment date to Staff Billing report

Add the payment date to the Staff billing report.
Guest over 4 years ago in Reporting 0 Future consideration

Report on service type usage

Allow me to run a report to show how often a service type is used and the date it was last used.
Guest over 1 year ago in Reporting 0 Future consideration