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Procentive Feature Suggestions

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  1. More and advanced texting capabilities

    We would love more texting capability since that is most clients' preferred mode of communication. This would include the ability to text a single client directly as well as ideally being able to run a report and send texts based on the results.

    1 vote

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  2. Block fax

    It would be nice if you could block a phone number in the fax module. We have a number that keeps faxing to us that contains nothing

    1 vote

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  3. Test Messaging

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

    6 votes

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  4. 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.

    3 votes

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  5. SMS Reminder Messages should NOT automatically cancel appointments without notifying the provider

    Currently, Procentive will send SMS text message reminders to clients. Even though the message says "Do Not Reply to This Text", if a client replies and says the word "Cancel" in the response, it will automatically cancel the appointment.

    This is incredibly confusing because the appointment change log will not show any changes to the appointment, and the provider won't be notified about the change in appointment status, and it has caused clients to be considered a "No Show" instead of a "Cancel" or a "Late Cancel".

    The SMS should either not accept replies at all, or if it accepts…

    1 vote

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  6. UX For Creating A Ticket Improvement

    Clicking "Help" or a ? button is not very intuitive, and a lot of new providers have a hard time making a ticket because that doesn't make sense.

    1 vote

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  7. Ticket Templates

    It would be great if you could program in templates for tickets - a lot of the tickets that our admin/billing staff send are repetitive. It would be a huge time saver just pick from a list of common ones/fill in the blanks instead of typing them out every time.

    4 votes

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  8. Ticketing Time Stamp

    When you create a ticket and save it, then it has the date created. When you add a new comment, there is a date and time associated with each new comment on that ticket. It would be great if you could not only see the date the ticket was originally created, but also the time.

    2 votes

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  9. Please add Ticket search feature by "New" or " Added to"

    Please add a way to search tickets by just new ones that are the cause the Ticketing Module to flash. It is difficult when you get added to a ticket and you can't locate it, especially if it's an older one.

    2 votes

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  10. reminder

    It would be helpful if a client's current financial balance would be included in the 24 hour reminder text/email they receive.

    4 votes

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  11. It would be nice to be able to upload a file when creating a ticket -

    I can't find where you can upload when creating a ticket, that you have to send the ticket, then open and attach the upload. It would be nice to be able to upload when creating the ticket.

    5 votes

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  12. uploaded documents not reflected on client dashboard fax log

    When we fax from within a document along with any uploaded documents, the 'fax log' within that document shows both the holding document AND the uploaded documents in the fax log (appropriately), however on the Fax Log on the client dashboard, this does not reflect any uploaded documents faxed. Could these both reflect the same documentation and reflect the complete fax that was sent? We have sent faxes where we ONLY sent an uploaded document and that did not show on the dashboard at all which caused a lot of confusion and a lot of time searching for that documentation…

    1 vote

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  13. Messaging Flash for other employees who have access

    It would be great if the messaging module would flash for an employee that I have given access to my messaging, when I get a message. That way they will know there is a new message instead of just having to constantly look in there to catch new messages.

    1 vote

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  14. Mass Messaging Clients

    "I have been wondering whether or not there is any way for me or other clinicians to pull up all of our active clients for a message (of course without being able to view any of the other recipients of the message). It seems that there are several places in Procentive to filter by clinician and active clients, but in messaging, I seem to only be able to pull up one client at a time.
    As I transition back into the office with clients, it would be very valuable to be able to communicate some information about any changes or…

    14 votes

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  15. Make Ticket Window Bigger

    When creating a new ticket, it would be nice if the window was bigger. When you add a staff associated to the ticket it doesn't fit in the window so you have to scroll over to select the staff. Thank you.

    5 votes

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  16. Email

    It would be nice if you could integrate with email accounts have the ability to email in/out of Procentive.

    2 votes

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  17. Ticket editing

    We would like our tickets sent within our agency to have the same restrictions as tickets sent to Procentive. Currently, staff may edit the Title and Description at any time - regardless of whether or not they created the ticket. This can cause confusion when attempting to get things corrected by staff - if the original ticket information is able to be edited by someone other than the sender. Thank you!

    1 vote

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  18. thera-LINK messaging feature added to integrated option

    It would be helpful to have access to the 'messaging' option that thera-LINK utilizes on their site (for clinicians to communicate securely with clients at any time, in addition to the 'chat' feature that is available during sessions) within the integrated option that thera-LINK and Procentive have developed. At this time, the messaging feature is only available if you have thera-LINK separately from Procentive - it is not offered in the integrated option.

    1 vote

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  19. Saving Client Messages

    It would be helpful if the messaging module had the capability to save messages to/from clients to the client’s record or associate them with the client’s file vs having to duplicate communication exchanges or copy paste. This would help fulfill ethical and legal requirements of saving all correspondence with clients.

    7 votes

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  20. new message window not staying open

    If I open a new message and go to a different module to get information to include in the message, the message disappears and I have to start over. GRRR!

    4 votes

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