Procentive Feature Suggestions
289 results found
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Late cancels/ No shows Tracking
Our policy is 3 no shows or late cancels in a calendar year and then you go to same week scheduling or our cancelation waitlist. The system has it set to show the amount of no shows or late cancels in the last 365 days. We would like to have the option to change that to a calendar year.
7 votes -
Invoice number permission
We would like to add a permission that could be added to a role, that would allow to change the invoice number and if a role didn't have that permission, a staff wouldn't be able to accidentally delete or alter that field.
This would help prevent human error or possible autofill issues, when billing.
2 votes -
Electronic Statements
Please adjust settings for clients that only want an estatement and not a paper copy. Currently, it's not true electronic statements, as the paper statements will still print for your clients. If you tell it to not print the statement for the client in the mail tab of the client's account, then it won't send it to the client's portal either.
4 votes -
Eligibility Module - add Appointment Type column
It would be helpful to have a column for Appt Type in the Eligibility Module because the process for intake client appts is different than for follow-up appts so this would help staff be able to process things appropriately for each type of appointment without needing to run a separate report to identify all the intakes, for example. And without needing to click into each appt on the eligibility list.
1 vote -
client alert
Is it possible to set up an alert to pop up on certain clients before scheduling or when opening their chart?
Times this would be helpful:
-generally increase communication between staff on important information needed with specific clients
-billing could set an alert if they are waiting on client information, which would be seen by other staff anytime they are with the client/scheduling with the client the phone
-alerts to be cautious if there specific scenarios around guardianship for the client
-reminders if client frequently has technology challenges to take time with client on the phone to set up appointments…1 vote -
Alternate colors on "appointment" section of dashboard for easier viewing.
To make the appointments section of the dashboard easier to view, format with alternating colors. Or simply make each appointment line be able to be "clicked" on and therefore highlighted.
1 vote -
Group Note Enhancement
When adding a group note through clinical charting or in general, the client roster does not alphabetize to the clients, however adds them on how they are added to the group when getting to the group notes. When adding client's from the roster they are alphabetized but when going to add the note they are then unalphabetized and put in the order they are added to the group roster.
1 vote -
Activing and Inactivating Staff
It would be nice if the general admin/administrator positions or identified person to only be able to activate or inactivate staff so the process of user administrator can be streamlined to ensure privacy. Curently when you remove permisisons to inactivate/activate in the system, it removes access to inactivate/activate ALL areas of procentive, not specific to a module.
1 vote -
Use of this platform to vote on new ideas...?
I hope you are not using this platform to accept new ideas. As I look at all of the ideas posted and opportunities for others to vote on how important it is, there are MOST with 0 votes. I think all NEW ideas should come to Procentive only. You determine if you can do it. If you can do it, and you do not know if it would be well received by all of us then you put it to a vote with enough time and information for all of us to know what we are voting for, why, and…
1 vote -
Incentive for billing 20+ clients per week
I want my contractors to make x% for billing up to 20 clients per week, and y% for the number of clients billed over 20 clients per week. How do I set this up?
I learned this is not an option in our current Commission Reporting module. But I'd like to think it is possible. Can you please consider providing this enhanced feature?1 vote -
Integrate different calendar platforms
Wondering if it would ever be possible for the Appointment Module to be linked up with other calendar platforms, such as Office 365, Google, etc. If we are using Google Meets, for example, as a telehealth platform, there is no linking to the Appointment Calendar in Procentive. I realize there is a telehealth integration already, but the integration could beneficial for other reasons as well.
1 vote -
Appointments side bar: Add diagnostic assessment and treatment plan dates
Suggestion to post the diagnostic assessment and treatment plan dates in the side bar, the same area as the releases of information and notice of privacy practice dates. This way workers have a quick snapshot of crucial dates without having to flip to other modules..
1 vote -
Report 3140
2 requests for this report.
First, being able to export this report via Excel.
Second, when using the html version, having the client name as a link, so you can go directly to the client profile from the html version.
1 vote -
More data regarding unkept appts
We would like to be able to get more detailed data regarding reasons for unkept appts beyond just Client Canceled, Staff Canceled. At this point we can type in the Reason for status change textbox, but that's freeform text so there is no consistency and makes it difficult to tabulate the data to see any patterns, etc. It would be nice to have a user-defined picklist for this purpose.
1 vote -
Add Clinical Charting Link to NewCrop
Please add the link to clinical charting back into the new medication module NewCrop. It was available when the medication module was Dr. First and was very helpful to flip back and forth from procentive clinical charting to the medication module.
1 vote -
Logic to screen for modifier/POS compatibility
We spend a fair amount of time correcting modifiers and POS in the Billing Module. For example, clinicians select 90834 GT but then select POS School instead of POS Telehealth. Or they select 90834 but then select POS 02 or 10 for TH. Would Procentive be able to add logic that would at least prompt a clinician to verify/update either CPT or POS if the POS does not match the code selected?
1 vote -
Kiosk
About 40% of clients are unable to sign documents sent by Kiosk. I understand it may be due to using a mobile device. Enable kiosk to work easily on all devices.
2 votes -
Live Updates alert
It would be nice to have an alert/notification/message when there is something added to the Live Updates page. Otherwise there is nothing to point us to check the page for any important updates.
2 votes -
Default attendance status for bed management
There needs to be a way to set a default status for Bed Management.
1 vote -
full code details in change time window
Ability to see the full details of the code in or from the "Change Time" window (number, modifier, name, description, revenue code, value 24 code). In our agency, many codes have similar/identical number and revenue codes, but other details are different. Since this is all the Change Time window displays, it can be difficult to verify which code is used at a glance. For a time the role I was assigned enabled the "edit" button in this window so I could click it to view more details. This was very helpful, but now my role changed and the button is…
1 vote
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