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Reporting

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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

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.
Guest about 6 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 over 3 years ago in Reporting 0 Future consideration

Add payment number to payment methods report

Allow me to see the payment number when running the payment methods report.
Guest over 2 years ago in Reporting 1 Future consideration