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Reporting

Showing 194 of 2013

Report on un-invoiced appointments

Allow me to run a report that shows all appointments that haven't been invoiced. Right now I can only do this for each client individually, which is tedious.
Guest almost 11 years ago in Reporting 4 Already exists

Create new report for declined credit card charges

It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.
Guest over 5 years ago in Reporting 1 Future consideration

Advanced claims activity report

Allow me to request and receive real-time claim updates from payers.
Guest 5 months ago in Reporting 0 Future consideration

Run payroll report by date payment was applied

Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date. We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amou...
Guest over 2 years ago in Reporting 7 Future consideration

Report on all emails sent to clients

Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest over 2 years ago in Reporting 1 Future consideration

Create report that shows credit card expirations

It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
Guest over 6 years ago in Reporting 3 Future consideration

Include total amount for processing fees in Credit Card Charges report

For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest almost 9 years ago in Reporting 5 Already exists

Report on credit card deposits

Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts. Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest almost 7 years ago in Reporting 5 Future consideration

Report on missing group notes

Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
Guest almost 3 years ago in Reporting 3 Future consideration

Filter invoice aging report by client and insurer

Allow me to filter the invoicing aging report by client and/or by insurer.
Guest almost 2 years ago in Reporting 2 Future consideration