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Reporting

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Report on client portal users

Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.
Guest almost 2 years ago in Reporting 1 Future consideration

Report on invoice notes

Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).
Guest almost 3 years ago in Reporting 1 Future consideration

Display service type description in Payroll by Rendering Provider report

When running the Payroll report, allow me to view the description of the service type.
Guest about 5 years ago in Reporting 3 Future consideration

Change how data is displayed in staff billing report CSV

When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
Guest about 3 years ago in Reporting 1 Future consideration

Add service type to submitted claims report

When running the Submitted Claims report, allow me to include the service type/CPT code.
Guest about 3 years ago in Reporting 1 Future consideration

Copy from last session based on date of service

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.
Guest about 2 years ago in Reporting 1 Future consideration

Sort by all columns in the authorization report

Allow me to sort the columns when viewing the authorization report.
Guest about 1 year ago in Reporting 1 Future consideration

Run data export by provider

When running the Export Data report, allow me to first filter it by provider so only the clients assigned to a specific provider are exported.
Guest about 1 year ago in Reporting 1 Future consideration

Add appointment status to the session units report

When running the Session Units report, allow me to view the appointment status.
Guest over 5 years ago in Reporting 1 Future consideration

Report on clients with risks identified on assessment or progress note

Allow me to run a report that will display clients who have had one or more risks selected under the "Risk" section of an initial assessment or fields filled out under the "Risk Assessment" of a progress note.
Guest about 2 years ago in Reporting 0 Future consideration