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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

Add location filter to the Write-off report

Allow me to filter by location when running the Write-off report.
Guest about 5 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

Include policy number on invoice aging report

Include the policy number on the invoice aging report so I can easily call payers to inquire about the balance without navigating away from the report.
Guest almost 3 years ago in Reporting 0 Future consideration

Add staff member who made status change to the No Show Appointments report

When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.
Andrea Mills over 5 years ago in Reporting 0 Future consideration

Report on group appointments as one unit

Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.
Guest about 3 years ago in Reporting 1 Future consideration

Add invoice number to submitted claims report

When running the Submitted Claims report, allow me to include the invoice number.
Guest about 3 years ago in Reporting 0 Future consideration

Add invoice number to payroll by rendering provider report

When running the payroll report, allow me to include the invoice number.
Guest over 3 years ago in Reporting 1 Future consideration

Add Preset Date Filters to Reports

On the detailed attendance report, can you add the following to the date range drop downs? This Week Last Week This Month Last Month This Year Last Year These are easy ways to look at period of time without having to type in the dates.
Guest almost 4 years ago in Reporting 0 Future consideration

Add Client 'Bill To' information to Export

This would be to perform a quarterly internal audit to ensure that we have a parent/guardian for [active and archived] clients under the age of 18 for billing purposes.
Guest almost 4 years ago in Reporting 0 Future consideration