Allow reports to be scheduled and sent automatically by email so we can set up automated processing on our end (e.g., Power Automate will pull the incoming spreadsheet and upload it to our Power BI dashboard for up-to-date data). The reporting feature is very limited, which is disappointing for an EMR. We'd love to be able to pull as much data as we want to by creating our own reports or at least having backend access to the database.
It would be nice to have an option to automatically send various reports on a daily / weekly / monthly basis. As an example, in our practice it would be nice if providers would be able to get a daily tally of how many open / unsigned notes that have in the system. For our administrators, it would be nice to get a weekly tally of how many encounters have no associated invoice or number of clients with an aging balance. Maybe on the reports tab, you could have the option of assigning automatic e-mailed reports. To protect HIPAA, these reports could be tally's instead of client names. It may also be nice to get an e-mailed agenda - you could craft your own daily update to include different aspects of your practice.
