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Reporting

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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

Add filters to Detailed Client report

When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
Guest over 3 years ago in Reporting 1 Future consideration

Add service type filter to missing progress notes report

When I run the missing progress notes report, allow me to filter the results to only include certain service types.
Guest over 3 years ago in Reporting 1 Future consideration

Add payment date to Payroll Report

When running the Payroll by Rendering Provider report, allow me to see the date the payment was made.
Guest about 1 year ago in Reporting 0 Future consideration

Quick filters for daily billing report

Allow me to quickly filter the daily billing report for a specific time frame (e.g., Today, Yesterday, This Week, This Month, etc.) because it would be faster than putting in the dates.
Guest over 2 years ago in Reporting 1 Future consideration

Report on all appointments

Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.
Guest over 3 years ago in Reporting 1 Future consideration

Include therapist totals on payroll by rendering provider report

When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
Guest over 3 years ago in Reporting 1 Future consideration

Report on client goals

Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.
Guest over 2 years ago in Reporting 1 Future consideration