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Ensora Mental Health Ideas Portal
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Reporting

Showing 194 of 2014

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 almost 4 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 over 2 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 over 2 years ago in Reporting 0 Future consideration

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.
Guest over 6 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 about 4 years ago in Reporting 1 Future consideration

Show on Payment Methods report if the payment was made on the Client Portal

When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.
Guest over 1 year ago in Reporting 1 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

Add location filter to invoice aging report

Allow me to filter the invoice aging report by location so I can separate invoices by location.
Guest about 4 years ago in Reporting 0 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 almost 3 years ago in Reporting 1 Future consideration

Report on client's school

Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.
Guest over 4 years ago in Reporting 0 Future consideration