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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

It would be helpful when running a Progress Note Signature Report Status Filter

It would be helpful when running a Progress Note Signature Report to be able to sort the entries by signature status (so you could have all the unsigned notes at the top).
Guest almost 6 years ago in Reporting 0 Already exists

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

Don't include DOS of initial assessment in missing progress notes report

When running the missing progress notes report, don't include dates of service where an initial assessment was completed. Our initial assessment acts as the note for that day and a progress note isn't necessary.
Guest almost 4 years ago in Reporting 0 Future consideration

Manage Household Information Report

A report that aggregates all info in the client profile and compares it to others in the system. Example: A customizable report that populates all of the additional demographic info of clients in the "Manage Client Info" area, currently located on...
Guest about 4 years ago in Reporting 0 Already exists