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
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 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
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
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