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daily billing report - exclude client name or replace with client id

Often we need to share reports with outside sources like accountants, business coach etc - can't have PHI on the report. I see an option to include client ID number but the client name can't be removed from the report. Would be nice to be able to ...
Guest over 5 years ago in Reporting 0 Already exists

Progress Note Creation time

Currrently, when I begin a progress note, it selects the current time and day. However, when I select the Appointment Time, the note creation time defaults back to the beginning of the appointment time. For example, if I am reporting today on a cl...
Guest over 5 years ago in Reporting 0 Already exists

Display more than 10 items in reports

Allow the display of more than 10 items when a report is run. It's really painful to look at a 300+ item report 10 items at a time.
Andrea Mills over 5 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 almost 6 years ago in Reporting 0 Already exists

Confirm payouts in payroll report

When marking Paid on the Payroll by Rendering Provider, display a confirmation window so I don't accidentally mark something as paid when it wasn't.
Guest 3 months ago in Reporting 0 Future consideration