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Reporting

Showing 194 of 2013

Add Client ID to all reports

Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.
Guest almost 8 years ago in Reporting 22 Future consideration

Report on client flags

Allow me to run a report that will show me how many clients have a certain flag.
Guest almost 3 years ago in Reporting 6 Future consideration

Add rendering provider and filter to the Invoice Aging report

Allow me to view, sort, and filter by the rendering provider when running the Invoice Aging report.
Guest about 8 years ago in Reporting 19 Future consideration

Add or remove archived clients in reports

When running certain reports, allow me the option to include or not include archived clients.
Guest over 6 years ago in Reporting 14 Future consideration

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.
Guest almost 2 years ago in Reporting 3 Future consideration

Display filters on exported reports

When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.
Guest over 4 years ago in Reporting 12 Future consideration

Report on therapists' hours

Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.
Guest over 8 years ago in Reporting 12 Future consideration

Report on intake form status for clients

Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.
Guest about 3 years ago in Reporting 7 Future consideration

Payroll reports by billed sessions (not by payout)

We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The curren...
Guest over 6 years ago in Reporting 9 Future consideration

Exclude insurance amounts from invoice aging report

Allow me to exclude insurance due amount from the invoice aging report and just show the client balances.
Lisa Briggs 5 months ago in Reporting 0 Future consideration