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Reporting

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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

Include payer fee schedule in reports

Allow me to include the contracted rates for a payer in the billing reports.
Guest over 1 year ago in Reporting 0 Future consideration

Report on set payment amount

Allow me to run a report that will display the amount entered in the "set payment amount" field of the client's details.
Guest over 3 years ago in Reporting 2 Future consideration

Report on weekly minutes/units per client

Allow me to run a report that will quickly show me the total number of minutes/units a client received during the week so we can make sure they are meeting their required hours.
Guest over 1 year ago in Reporting 1 Future consideration

Running reports by specific client demographics

Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients ...
Guest over 4 years ago in Reporting 0 Future consideration

demographics analysis by location

Add a feature to demographics analytic reports be able to analyze client data by location or address
Guest over 4 years ago in Reporting 3 Future consideration

Breakdown age further in Demographic Snapshot

When running the Demographic Snapshot report and viewing the client distribution by age, have more age brackets to help inform our marketing and hiring. For example, break down the 0-25 age bracket further (e.g., 0-6, 7-12, etc.).
Alyson Skok over 4 years ago in Reporting 1 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 over 9 years ago in Dynamic Forms / Reporting 3 Future consideration

Add billing information to the Detailed Attendance report

Allow me to view some billing information, (e.g., the amount that was billed, amount paid, etc.) when running the detailed attendance report.
Guest over 1 year ago in Reporting 1 Future consideration