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Reporting

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Report on eligibility checks

Allow admins to run a report to see who performed an eligibility check and on which clients.
Guest about 1 year ago in Reporting 2 Future consideration

Show progress note status on detailed attendance report

When running the Detailed Attendance report, allow me to see if a progress note has been completed/signed for that appointment.
Guest almost 3 years ago in Reporting 4 Future consideration

Automatically run reports

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

Add insurance payer to Payment Methods report

Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.
Guest over 5 years ago in Reporting 3 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 over 2 years ago in Reporting 7 Future consideration

Add column for staff to Payments and Payment Methods report

I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement...
Guest over 8 years ago in Reporting 7 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 over 2 years ago in Reporting 1 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 about 4 years ago in Reporting 3 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 over 3 years ago in Reporting 3 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 4 months ago in Reporting 0 Future consideration