Procentive Feature Suggestions
43 results found
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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"
3 votes -
Client Module > Notes Tab
It would be helpful if there was a warning prior to deleting a Note. If you accidentally hit the delete button instead of edit (which are very close together), it's gone and you would need to try and remember what the note said to add it again.
3 votes -
Addition to Misc tab
In the Client's profile, Misc. tab, could an additional field be added, School District? Not only is school important but district is as well for reporting purposes.
In addition to this, also have this field pulled into the 3400 as well.
3 votes -
multiple users for theralink. for example, having two individuals at 2 different locations, join the telehealth session. for instance,
multiple users for theralink. for example, having two individuals at 2 different locations who are able to join the telehealth session. for instance if i am doing a couples therapy session, i only have 1 identified client (they are the primary insured) so technically i have to identify 1 of the 2 individuals as the primary. how do we invite the second person to the telehealth sessions if they are not technically the primary client; and not in the EHR system as a client.
3 votes -
Client generated profile
I am wondering if there is an option for clients to create their client profile independently. Let me explain, currently a prospective client emails us with their information, we enter it into procentive to create the profile, and procentive emails them a link to set up username and password. Once they are logged in they self schedule.
3 votes -
Discharge Selection
In the program groups tab under dates we would like the comment section to be a drop down of specific discharge statuses.
3 votes -
Display correct user on Client Dashboard fax log.
Display correct user on Client Dashboard fax log. Currently it shows as "superuser".
3 votes -
Gender and Ethnicity
Can we have the client's gender and ethnicity show in the printview of the client detail report?
2 votes -
Client Module>Contact Tab>need upload Link
On the Contacts tab, this would be an EXCELLENT place to be able to upload a ROI. This Upload link would be offered on the same line as the information you added for Contacts, Release Date, Referral, Notes, etc...
Typically we need an ROI for the information that would be stored on this tab, so it only makes sense to provide a link to actually upload the actual release too!
2 votes -
ssis workgroup
For our adult mental health targeted case management accounts, we are required to open an SSIS workgroup number. We're hoping to add this somewhere in the Clients module, Payers tab, in order to better track what accounts still need the workgroup opened with the county.
2 votes -
The new Universal Service Standards require we document supervision.
In the Client module, Notes Tab, enter the following:
Type:
Clinical Supervision
Every 2 months, the licensed mental health professional completes case review of client when the client is receiving clinical services from a mental health practitioner or clinical trainee. Case review includes: (1) client's reason for seeking treatment, diagnoses and assessments, and treatment plan; (2) appropriateness, duration, and outcome of treatment; and (3) treatment recommendations.
It'd be great if there was a check box/dropdown of both the supervor and supervisee to avoid data entry.1 vote -
Hello, Is there anyway to not make clients chart/notes go inactive when the client is marked as inactive? If not I'd like to suggest that.
Hello,
Is there anyway to not make clients chart/notes go inactive when the client is marked as inactive?
If not I'd like to suggest that. It would be helpful for when I'm looking for notes, sending records, checking to see if they have been in before, etc. Because currently I'm having to go into clinical/charting and open each note and make it active and that's very time consuming especially with bigger charts. Or even having a button that you can click that would make all their notes active again would be helpful
Please advise
Thanks,
Kortney1 vote -
bulk change location
When have added a new location and we would like to bulk change multiple client to a different location
1 vote -
bulk change staff
We would like to be able to bulk change a client's staff, when a staff leaves we want to assign multiple clients at one time to a new staff member
1 vote -
Client Module Search by Client ID with first and last names
In the Client Module, search works with an ID number and a first OR last name, but not all three. Using all three provides no search results. Consider changing the search field to allow this with complete results listed.
1 vote -
Clients module search allow commas
In the Clients Module, if I copy and paste a client's name with a comma in it (e.g. 'last, first'), no result is returned. Since Procentive reports regularly display with this format, it would be helpful to use the data as-is when searching for the client.
1 vote -
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 -
Client Dashboard Permissions
Please restrict the client dashboard to show program specific service lines and clinical charting.
1 vote -
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 -
Redacting
We would like to have a way to respond to ROIs electronically to reduce staff time in finding each part of the record, printing it, redacting by hand, recopying and then sending out.
1 vote
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