Ensora Mental Health Ideas Portal
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Reporting

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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 over 4 years ago in Reporting 0 Future consideration

Sort by all columns in the authorization report

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

Show CC fees in payroll report

Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
Guest about 3 years ago in Reporting 1 Future consideration

Change credit card sum processing time

Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
Guest about 3 years ago in Reporting 1 Future consideration

Report on client retention rate

Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
Guest over 4 years ago in Reporting 0 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 over 1 year ago in Reporting 0 Future consideration

Add staff member to grid in write-off report

When running the write-off report, allow me to view the staff member in the results grid.
Guest over 3 years ago in Reporting 2 Future consideration

Add referral source to Session Units report

When running the Session Units report, allow me to view the referral source of the client(s).
Guest over 3 years ago in Reporting 1 Future consideration

Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

Create a 'Select All' button for the demographic filters as well as an option to display by Client ID
Guest over 3 years ago in Reporting 0 Future consideration