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Procentive Feature Suggestions

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  1. Legal vs True/Preferred Name and Prounouns

    I would like a way to have a person’s true name (if different than their legal name) to show up prominently on reports, in the client module etc so as to respect those in the trans community who have a dead name that is harmful for them to see/hear. First, re-titleing ‘Preferred Name’ to ‘Preferred/True name’ and having that name show up along with the legal name in all instances. Also, a way in the Payer tab to enter the name that is on the person’s insurance policy. Finally, a selection to choose someones preferred pronouns and to have that…

    18 votes

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    2 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →
  2. Preferred name for staff

    I think it would be FANTASTIC if there was a "preferred name" field for staff, much like there is for clients. Even better is if it would default to the preferred name for things like tickets, clinical/charting, etc.

    40 votes

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    2 comments  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to add copays/see copays while processing an ERA in the ERA module

    Please create the ability within the ERA module that when processing an ERA if a client has a copay as a credit, you can see that and apply it simultaneously while processing the ERA. Additionally, add the client's CCD balance to the ERA processing window so a biller can see if a client has a high CCD while processing ERA.

    2 votes

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    0 comments  ·  Billing/Claims  ·  Flag idea as inappropriate…  ·  Admin →
  4. Warning for recurring appointment ending

    It would reduce a lot of human error if there was a workflow or a message of some sort that lets a Clinician/Intake Staff know when there's X amount of appointment remaining.

    2 votes

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    0 comments  ·  Appointments/Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  5. UI for Faxing needs updating

    To fax documents, I select them then click "change" fill out fax information and click "save". No one would guess that is how you send a fax.

    1 vote

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  6. Be able to compare more than 1 day for staff appointment calendar

    When comparing schedules between practitioners in order to schedule an appointment without conflicts, it only shows one day from each. It would be nice to compare weeks.

    1 vote

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    0 comments  ·  Appointments/Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  7. Generate info to the Clinical Summary

    The Clinical Summary in the Diagnostic Assessments does not generate a summary: Gather the information written in the various psychosocial history fields even though it displays the dropdown menu option to do so. In order to create a summary, it is necessary to copy and paste from each field i.e. education history, family history etc., onto a blank word document then copy and paste the summary back onto the DA document...

    1 vote

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    0 comments  ·  Clinical/Charting  ·  Flag idea as inappropriate…  ·  Admin →
  8. Associating Form Groups with Programs

    I was wondering if it might be possible to add a “Form Group” selector in that window which would allow me to associate program codes with multiple forms at once. This feature is very slow to respond so it takes forever as I update program codes for each of our forms one-by-one

    1 vote

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    0 comments  ·  Clinical/Charting  ·  Flag idea as inappropriate…  ·  Admin →
  9. appointment reminder - indicate in-person vs telehealth

    It would be helpful to include in appointment reminders whether an appointment is in-person or telehealth.

    3 votes

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    0 comments  ·  Appointments/Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  10. Test Messaging

    Ability to text clients from Procentive in a HIPAA-compliant fashion.

    2 votes

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  11. Client Portal Scheduling

    It would be nice to be able to turn on client self-scheduling through the portal for specific staff, instead of just agency-wide

    2 votes

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    0 comments  ·  Appointments/Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  12. client portal app

    Hello, it would be fabulous if Procentive had a app for our clients with client portal. most of our clients that need to use the client portal do not have access to a computer/tablet or larger device and so they need to do it on their smart phone. This would create a much user friendly option for our clients. thank you!

    7 votes

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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →
  13. Inactivate a Residential calendar

    Please allow for the ability to inactivate/delete a Residential calendar that could be set up by mistake (duplicate).

    1 vote

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    0 comments  ·  User Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. aduarte@thefamilyctr.org

    Be able to duplicate document in multiple files. i.e. we scan the main client ID in client>payers>documents, yet we have to do that for each client so in a family situation this can be 4 to 5 times, and couples 2 times. We currently scan and save to desk top them load the documents; however, it would be great if there was a button that said "Duplicate to other Clients" and allow you to either place the other client numbers or just duplicate on all other files were the client is the primary payer.

    1 vote

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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →
  15. Multiple Locations

    It would be great if you could select more than one location for a client, similar to how you do in the Staff module. We have clients seeing multiple providers, and not necessarily at the same location. In order for all providers to be able to see the client's file/charting, we have to set the client's default location to [none], so some of our reports, etc are not accurate.

    2 votes

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    0 comments  ·  Client Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. saving claims in ERAs

    We have to click on each claim in our ERAs to ensure that the session is saved correctly (some need to go to secondary, adjusted for co-pays already entered, etc.). It would be nice to have a keystroke option for saving a claim instead of moving the mouse back and forth between claim and save.

    2 votes

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    0 comments  ·  Billing/Claims  ·  Flag idea as inappropriate…  ·  Admin →
  17. Input Remit Files into Procentive

    Please add the ability to import a remit file from an external source to add outside payments to Procentive that would come from a Payment option on a facility's website. This would be instead of having to log into the client portal, a simpler option to "Pay Now" that would take you to an external payer site to pay on an account.

    1 vote

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    0 comments  ·  Revenue Cycle Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Staff meetings being inadvertently deleted from all schedules

    Creating a feature to lock a group/staff appointment in the Appointment Module that can only be changed/edited by the creator of the meeting would be helpful. We frequently will have staff delete a group meeting if they are not able to attend, which deletes it from all staff's schedules. If there was a way to prevent this from happening it would help to prevent a lot of frustration that comes about due to scheduling conflicts when this happens.

    1 vote

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    0 comments  ·  Appointments/Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  19. Staff Change Log

    We would like to see a Change Log feature in the Staff module, like the one in Clients' files, so we can see who made which updates to a staff's profile & when it occurred.

    1 vote

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    0 comments  ·  Staff Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Date field for "On Waitlist" in Client profile

    I want to know if it is possible to add a date field on the staff tab in the client module to show when a client has been put on a waitlist.

    And then have that date as one of the Sort field on the 3170 Report

    1 vote

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    0 comments  ·  Client Management  ·  Flag idea as inappropriate…  ·  Admin →
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