Reporting

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Create graph for closing disposition of the closed Cases report

Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.

Guest over 1 year ago in Reporting 1 Future consideration

7 VOTE

Report on missing client signatures

Allow me to run a report that will show which notes are missing the client's signature.

Guest about 4 years ago in Reporting 1 Future consideration

1 VOTE

Create Medicare Credit Balance report

Allow me to access a Credit Balance report for Medicare/Medicaid to help when I submit quarterly attestations on credit balances.

Cindy Hooper 7 months ago in Reporting 0 Future consideration

3 VOTE

Add count to service types to the Service Billing report

When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.

Guest almost 2 years ago in Reporting 1 Future consideration

4 VOTE

Add date range to demographic snapshot report

Allow me to run the Demographic Snapshot report for a date range.

Guest over 2 years ago in Reporting 0 Future consideration

3 VOTE

Add date range to the CSV and PDF of the payroll reports

Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.

Guest almost 2 years ago in Reporting 0 Future consideration

5 VOTE

Export Dynamic Form data to Excel

Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.

Guest about 3 years ago in Dynamic Forms / Reporting 1 Future consideration

6 VOTE

Run Service Billing report by service date

Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.

Guest almost 4 years ago in Reporting 2 Future consideration

9 VOTE

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.

Sheralyn Shockey-Pope almost 6 years ago in Reporting 3 Future consideration

3 VOTE

Filter Progress Note Signature Report by documents with no signatures

Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

Guest almost 2 years ago in Reporting 0 Future consideration

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