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Reporting

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Add location filter to the Write-off report

Allow me to filter by location when running the Write-off report.
Guest over 5 years ago in Reporting 0 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 almost 6 years ago in Reporting 0 Already exists

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 about 6 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 about 3 years ago in Reporting 1 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 over 6 years ago in Reporting 0 Already exists

Run report to show services that are not billed

Currently there is a "Missing Progress Notes" report I can run to see what needs to be completed on that end. Could we add a "Missing Billing/Invoice" report that allows me to quickly see who's billing hasn't been done and get that wrapped up ins...
Guest over 6 years ago in Reporting 0 Already exists

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 over 3 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 over 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 over 3 years ago in Reporting 0 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 over 4 years ago in Reporting 0 Future consideration