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Procentive Feature Suggestions

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274 results found

  1. 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.

    3 votes

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  2. Default attendance status for bed management

    There needs to be a way to set a default status for Bed Management.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 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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    1 comment  ·  Billing/Claims  ·  Admin →
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  4. Update to 3010 report

    Request to separate the Client Name into 2 columns, First Name, Last Name, when exporting it to Excel.

    This will make filtering/sorting/reporting much easier and speed up the workflow.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  5. NewCrop Client Connection

    Instead of clicking "Connect", could you have it like it is in other modules for Procentive, where you start typing part of the name in the Client text field and the drop down will sort by what you are typing. You can then select the correct client in the drop-down and it will link to that client and no need to select "Connect"

    2 votes

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  6. two factor

    Hello, we are current client of Procentive and are requesting addition of two factor authentication when logging into Procentive. This feature is available on allmost all EMRs but not available in Procentive. This is something you would want to seriously consider as cyber security is of utmost importance in the current enra.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Client Dashboard Clinical/Charting add Program column

    Add a "Program" column under Clinical/Charting on the client's dashboard. Most of our clients switch between multiple programs and many forms are similar between programs. The "Created by" column can give some indication of what program each clinical document is associated with, but it would be immensely helpful to see the program detail at a glance on this quick reference page that's linked in so many places.

    Side note - perhaps remove the client name column in this section, as it's somewhat redundant.

    1 vote

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  8. 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.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Flag the last in person visit

    CMS is now requesting an in-person visit within certain time frames for those who are doing regular telehealth visits.

    Is there a way we can flag this time line in Procentive so we can make sure we are following the rules?

    5 votes

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  10. Department number

    Adding a department number to staff profile - We see value in adding a place within the staff profile for a department number. And then being able to report off of the employee ID and this department number for revenue management.

    2 votes

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  11. Integration with time-tracking software

    Helpful to have an all-in-one platform for payroll, non-billable time-tracking, etc.

    1 vote

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  12. 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.

    1 vote

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  13. 8031

    We have been using report 8031, as opposed to 8030, since we need more than 2 options to sort the report. 8030 has a nice feature on it where you can have a page break. Can we get a Page Break on the Main Sort on Report 8031 like there is on 8030?

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  14. Split individual services - outpatient

    I'd like the ability to split a service line for individual services (specifically code H0038 U8) with more than one unit. This will help when needing to rebill claims that deny for billing more than the max allowed per day (8 units/day for this code - and we often bill out more than that) rather than having to re-enter multiple service lines.

    1 vote

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    0 comments  ·  Services (Time)  ·  Admin →
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  15. Client Dashboard Permissions

    Please restrict the client dashboard to show program specific service lines and clinical charting.

    1 vote

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  16. Change color of links once clicked on

    There are many places in the program with dozens or hundreds of links. It is often difficult to track which have been clicked on and addressed already and which still need attention. Could you build in the capacity for links to change color when clicked on, similar to functionality seen in search engine result listings?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Increasing character limit in Diagnosis Module

    The character limit in the diagnosis module needs to be extended. Not all diagnosis that were added could be written in full due to a character limit.

    1 vote

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  18. create a self-check in option?

    It would be nice for when clients arrive to an appointment to be able to check in from their phones to let the therapists know they have arrived for an appointment

    9 votes

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  19. Create a new report to identify what charts have been blocked to staff

    There are charts that get staff access blocked and there are staff that block access from their staff however there is not a report that can be run to identify what client charts have been blocked. If there is a report created, this will help ease the process for running chart access reports on who should be accessing.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  20. Display Client's Preferred Name in Client List

    Display Preferred Name in Client List
    Currently, Procentive only displays a client's legal name, so searching for clients who are transgender or who go by a different name than the one on their ID is difficult. Can we have the client list display a preferred name in the search so we don't have to open profiles to find a client?

    8 votes

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