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220 VOTE

Store "Customize Grid" selections

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.
Guest over 6 years ago in Reporting 77 Completed
287 VOTE

Report of clients by insurance payer

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.
Guest almost 9 years ago in Reporting 49 Completed

Create a report showing clients with no appointments scheduled

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...
Guest almost 8 years ago in Reporting 14 Completed

Create report for client's contact information

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.
Guest over 8 years ago in Reporting 12 Completed

Payroll Report by Appointment Staff

Have the option to run the Payroll Report by Appointment Staff
Guest over 4 years ago in Reporting 8 Completed

Add billing provider to the payroll reports

Allow me to see the billing provider when running the payroll reports so I can review supervisory billing.
Guest over 1 year ago in Reporting 1 Completed

Return to missing progress note report after creating note

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.
Guest over 2 years ago in Reporting 4 Completed

Billing report by insurance payer

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.
Guest about 6 years ago in Reporting 0 Completed

Add service types filter to Retention Rate report

This report is meant to track retention of THERAPY clients, as it is not necessary to track retention for shorter term clients. But by including all service types, such as evaluations, this table/report as-is is useless, as the 1 and 2-5 column nu...
Guest over 6 years ago in Reporting 0 Completed

Add staff filter to detailed attendance report

When running the Detailed Attendance Report, allow me to filter the report by staff member so I can view one staff member's attendance at a time.
Guest over 3 years ago in Reporting 3 Completed