Ensora Mental Health Ideas Portal
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Reporting

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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

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 9 months ago in Notes & Cases / 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

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

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

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

Report on clients with no diagnosis codes

Allow me to run a report that will display clients who don't have a diagnosis code.
Guest almost 4 years ago in Reporting 3 Future consideration

Add report that will pull information filled in from dynamic forms

There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.
Guest about 10 years ago in Dynamic Forms / Reporting 3 Future consideration

Report on completion time for clinical documentation

Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments wit...
Guest almost 3 years ago in Reporting 1 Future consideration