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Reporting

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Include therapist on Client Intake report

When running the Client Intake report, show the therapist(s) assigned to the case.
Guest over 4 years ago in Reporting 3 Future consideration

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 over 1 year ago in Reporting 0 Future consideration

Add date range to demographic snapshot report

Allow me to run the Demographic Snapshot report for a date range.
Guest almost 2 years ago in Reporting 0 Future consideration

Add appointment notes to Detailed Attendance report

Include any appointment notes on the Detailed Attendance report.
Guest almost 5 years ago in Reporting 0 Future consideration

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 over 1 year ago in Reporting 0 Future consideration

Report on missing client signatures

Allow me to run a report that will show which notes are missing the client's signature.
Guest over 3 years ago in Reporting 1 Future consideration

Add staff permission for viewing and editing payroll reports

Make a separate staff permission for viewing and editing the payroll report because I don't want certain people seeing what has already been paid out.
Guest almost 5 years ago in Reporting 3 Future consideration

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 almost 3 years ago in Dynamic Forms / Reporting 1 Future consideration

Allow only admins to view Retention Rate report

Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
Guest over 1 year ago in Reporting 0 Future consideration

Report on demographics of clients served within a time period

Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest over 1 year ago in Reporting 1 Future consideration