Reporting

When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.

It would be great if you could provide some way to highlight clients who do not have an appointment scheduled for a future date either through a report or some kind of notation in the client list. I routinely want to check to make sure that my cli...

We would like to be able to have a report that could give us all of our clients contact information. Example: If we could get a report with all of our clients emails so we could send them our company newsletter at the same time.

Have the option to run the Payroll Report by Appointment Staff

When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.

When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.

Allow me to see the billing provider when running the payroll reports so I can review supervisory billing.

We need a way to break out billed amounts and payments by insurance company. The report should let us filter by different date types and insurance payer.

When running the Detailed Attendance report, allow me to see if a progress note has been completed/signed for that appointment.