Ensora Mental Health Ideas Portal
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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 over 1 year ago in Reporting 2 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 almost 4 years ago in Reporting 2 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 10 months ago in Reporting 0 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 almost 5 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
Courtney Haight almost 5 years ago in Reporting 3 Future consideration

Add place of service to detailed attendance report

Include the place of service when running the detailed attendance report.
Guest about 6 years ago in Reporting 4 Future consideration

Add service type to the credit card report

When viewing the report of credit card charges, allow me to see the service type associated with the charge.
Guest 11 months ago in Reporting 1 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 almost 5 years ago in Reporting 1 Future consideration

Report on client and case forms

Allow me to report on client or case forms that show when the form was completed and if there's a signature attached.
Guest over 6 years ago in Reporting 6 Future consideration

Report on billing transactions per client

Allow me to run a report that will display all the billing transactions per client.
Guest almost 4 years ago in Reporting 2 Future consideration