Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.
Guest
almost 4 years ago
in Reporting
0
Future consideration
Report that shows billing total per each therapist
I need a report that shows billing info for each therapist in our group. We need the report to state Client name, Service Date, DOB, CPT code, and possibly insurance company.
Guest
almost 6 years ago
in Reporting
0
Already exists
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
Guest
about 4 years ago
in Reporting
0
Future consideration
Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
Guest
about 4 years ago
in Reporting
0
Future consideration
Staff Billing Reports - need to reflect accurately
When I filter by service date, for example to get an accurate account of how much money I made in one week, it's impossible to get an accurate picture, because with however you've formatted the technology, it pulls in anything I've posted during t...
Guest
over 4 years ago
in Reporting
0
Future consideration
Always display payout amount when viewing payroll report
When I run the Payroll Report by Rendering Provider and mark a line as "Paid", there's no way for me to go back and see what the payout amount was unless I unmark the item.
Guest
over 2 years ago
in Reporting
1
Future consideration
Payment Report Match Actual Amount Daily Collected
Payment Report: Currently it shows payments for the date of the invoice, even if the payment was made the day before or day after. Give the option for the payment report that shows only the amount actually collected on a given day so that it is ea...
Guest
over 5 years ago
in Reporting
0
Already exists
0
Future consideration
0
Already exists
