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Procentive Feature Suggestions

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334 results found

  1. Add Member ID Ang Group # to 1010 and 1370

    It would be incredibly helpful if the 1010 and 1370 reports included field options for the insurance Member ID and group #. These fields are available on the 1310, and are very useful, but the 1310 can only pull invoice lines that have an outstanding balance, and it does not show payment information.

    Having this data included on the 1010 and 1370 would save a lot of time when communicating consistent issues with payers, and allow us to more easily identify groups that could help us pinpoint issues or reach out for marketing possibilities.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  2. Appointment Reminders

    Is there a way at all to add a "are you sure you want to cancel reminders" button if people accidentally turn off reminders?

    We are having many clients that get confused by that and apparently all it takes is one click to cancel the reminders.

    1 vote

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  3. Text Fields

    Make the text field boxes bigger.

    1 vote

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  4. Signature features

    Since the signature box dates the signature why not eliminate the date box?

    Move the save button near the signature code box.

    Eliminate the pop up box that asks if I really intend to sign.

    Move the audit ready button near the signature box.

    1 vote

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  5. multiple log ins for group

    I wanted to offer our process for our different group programming in order to create an enhancement request for the Commission's Report and eliminate the need for one provider to have multiple logins for tracking commission payments.

    Two providers facilitate a group. Each of these providers may lead more than one group with a completely different provider (so one provider may have multiple combinations).
    For one group: One provider enters time and creates a clinical group note one week under their own login and the other provider enters time and creates a clinical group note the next week under their…

    1 vote

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  6. Staff Gender

    It would be lovely to have an option for a Staff person's gender that could be left as "select' or something to default. It currently defaults to "Female" and only allows for the 2 options, Male/Female. If there is an option to be left blank, then the "Gender Identity" field can be used instead of putting in a gender.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  7. Ability to Repopulate Mass Group Note Template

    When you create a group note it initially populates with all clients in the group for ease of completion. Therapists often initiate a note and partially complete the group notes with the need/desire to return to the note later, however, once the note is saved, it separates into individual client notes with no way to repopulate as a mass template for the therapist to work from. It would be extremely helpful to have a way to return to the mass group note template.

    1 vote

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  8. episodes of care

    Use of ‘episodes’ allow the user to see a client record for a specific episode of care, or time period during which the client received services, as opposed to the entire clinical record. When a client is discharged from all programs/services, that episode essentially closes. If the client returns, a new episode is created. The client still only has one client number/client file, but all of the clinical documents and client record details are captured for and stored within the respective episode. For a client with more than one episode of care, the user would select which episode they want…

    1 vote

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  9. Follow up Date Feature

    I wanted to know if there could be a feature added whereas a claim can be pushed out or report that can determine when was the last follow up completed on an claim? Example: When working the 1310 (Unpaid) report and billing staff wants to run an updated report without the claims that has been followed up on within the last 30-45 days. I believe that this help avoid checking on a claim that has been recently worked or has been paid and claim will not show on the updated report. Thank you!

    1 vote

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    0 comments  ·  Billing/Claims  ·  Admin →
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  10. Open a new ticket.

    Is there a way you could improve the ticket section? Maybe adding a submit button instead of the save button as it's confusing whether or not our messages are sent. And the fact that your system displays an "unsaved" message makes it even more confusing.

    Having a button to go back to the menu would also be a good idea so users can return to the other screen(s) easily.

    1 vote

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  11. Show Multiple Emails in Client Detail Report

    When clients have multiple emails listed in the phone tab, it would be great to see all of these in the client detail report view. Currently, only the primary email shows. Having a table similar to how multiple phone numbers are displayed in the client detail report would be helpful for staff who only have this view in the client module.

    3 votes

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  12. 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.

    8 votes

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  13. Automate Invoices

    Please automate invoices. We currently have to run report 3560 and click 'save a copy of these statements in the client module' for clients to view their invoice. If client balances were automated as Procentive receives payment from client's insurance this would save companies hours of time every week.

    3 votes

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  14. outlook

    It would be incredibly helpful if when an appointment was created under the Procentive appointment module, that an email with a calendar invite could be sent to the clinician's email (if they opted into the service). Right now we're having to balance two calendars and things get missed or double booked.

    3 votes

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  15. video reminder in SMS messaging

    It would be great for the SMS text reminders to patients to differentiate whether the appointment is scheduled as in person or telehealth appointment, as this is the preferred method of communication with most patients for reminder messages.

    1 vote

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  16. "Status" Drop Down

    Would like to see the individual "status" drop down from time add reflected as the same drop down options for "status" down within the "Time" Module.

    1 vote

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    0 comments  ·  Services (Time)  ·  Admin →
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  17. auto pay credit card vault

    Would like the option to schedule a monthly auto pay to charge the clients credit card saved in the vault for clients we have auto pay agreement with.

    3 votes

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  18. 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.

    5 votes

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  19. Faxes Module - Print Sent Faxes with Cover Sheet

    We sometimes need a print/pdf version of our Sent Faxes (including details we typed in the cover sheet) for support/documentation of records releases or for reviewing/appealing billing issues. Since we are able to print Received faxes, could that be replicated for Sent Faxes?

    1 vote

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  20. 835 upload

    Would like to be able to upload or send a ticket with the 835 file for uploading so we do not have to manually enter the claim for the payers that do not send electronic remits. Optum/UMR has a couple areas that only send via Vpay and no ERA, we have to go to Optum pay and download the pdf, there is an 835 file available for download also but I am told Procentive cannot take those.

    1 vote

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    0 comments  ·  Billing/Claims  ·  Admin →
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