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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 over 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 over 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 over 4 years ago in Reporting 0 Already exists

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 about 6 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 about 6 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 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 11 months ago in Reporting 0 Future consideration