Ensora Mental Health Ideas Portal
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Reporting

Showing 194 of 2017

Create a report to review all clinical documentation for a client

Create a report that can be generated to review all completed clinical documentation for a client, including assessments, progress notes, treatment plans, treatment consents, etc., and could be re-ordered in the report based on my preferences for ...
Wendy Brooks 8 months ago in Notes & Cases / Reporting 0 Future consideration

Add payment number to daily billing report

Allow me to include the payment number as a customized grid option in the Daily Billing report.
Guest over 2 years ago in Reporting 2 Future consideration

Add staff permission for viewing and editing payroll reports

Make a separate staff permission for viewing and editing the payroll report because I don't want certain people seeing what has already been paid out.
Guest about 5 years ago in Reporting 3 Future consideration

Automatically run reports

Allow me to schedule reports to run automatically at a certain time every month.
Guest almost 3 years ago in Reporting 2 Future consideration

Lock payroll report

Allow me to lock the payroll report or close it out so that any unapplied payments from that pay period get posted to the next payroll period.
Guest almost 3 years ago in Reporting 7 Future consideration

Include payer fee schedule in reports

Allow me to include the contracted rates for a payer in the billing reports.
Guest almost 2 years ago in Reporting 0 Future consideration

Filter the invoice aging report by claim status

When viewing the Invoice Aging report, allow me to see the claim status and filter by this status.
Guest over 1 year ago in Reporting 1 Future consideration

Customize groupings in Retention Rate report

When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
Guest almost 2 years ago in Reporting 1 Future consideration

Change symbols in paid column in Payroll by Rendering Provider report

Change the default setting under the Paid column in the Payroll by Rendering Provider report. The check mark that's displayed by default makes it seem like the provider has already been paid even though they haven't.
Cherelle Brown 9 months ago in Reporting 0 Future consideration

Handle unapplied/refunded payments in the payroll report

Create a better way to handle unapplied and/or refunded payments in the payroll report.
Guest over 4 years ago in Reporting 3 Future consideration