Reporting

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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 4 years ago in Reporting 1 Future consideration

2 VOTE

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 almost 3 years ago in Reporting 0 Future consideration

3 VOTE

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 4 years ago in Reporting 0 Future consideration

2 VOTE

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 about 3 years ago in Reporting 1 Future consideration

3 VOTE

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

2 VOTE

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 about 3 years ago in Reporting 1 Future consideration

3 VOTE

Exclude write-offs on Invoice Aging report

Allow me the option to exclude write-offs on the Invoice Aging report as I don't consider accounts with write-offs as past due.

Christina Edrington almost 5 years ago in Reporting 0 Future consideration

1 VOTE

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

2 VOTE

Add payment number to payment methods report

Allow me to see the payment number when running the payment methods report.

Guest over 3 years ago in Reporting 1 Future consideration

2 VOTE

Include payer name on payment report

Allow me to view the payer name when running the Payment report.

Guest over 3 years ago in Reporting 0 Future consideration

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