Procentive Feature Suggestions
35 results found
-
Attaching messaging
Is it possible to be able to attach a fax to the client/payer from messaging the same way as we can from the fax queue instead of only the option to attach to clinical or documents? In documents, you have to resave then go to client/payer to upload manually. Extra steps.
I have attachments/examples but don't see a place to upload them like in ticketing here.1 vote -
Email
It would be nice if you could integrate with email accounts have the ability to email in/out of Procentive.
2 votes -
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 -
Messaging on client dashboard
Could Procentive add Messages to the client dashboard to provide quick access similar to Tickets?
2 votes -
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!
5 votes -
Ticket Module Unwieldy!
The ticketing system is very unwieldly and confusing. It takes way too much time to make sure all the steps were followed. It should follow more of a messaging model.
3 votes -
searching for closed ticket
It would be great if closed tickets could be searched for by words in the subject line. If I know I did something with the help of Procentive, but it was months ago, and I don't remember how, I would like to search for it. The only available search options are not useful.
2 votes -
Lack of sensitivity on clicking to open a message
It would be great if messages would open with a single (or even double-click) rather than having to click 15-20 times to get a message to open.
4 votes -
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 -
archiving messages
It would be great if there were an easier way to archive messages than the current open-each-one-and-check. A method as exists for email would be far preferable.
6 votes -
Messaging show all Names when Replying All
I wish when we would do a reply all, that it would show all the names!
3 votes -
reply all
It would be wonderful to have a "reply all" option. If I send a message to several people, and one responds, that one needs to add the other addressees to the reply so everyone sees the response.
3 votes -
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 -
Ticket Window
Is there a way that when you create a ticket or save a ticket that the ticket will close so you know that it has been saved? Often times I copy what I have entered in the ticket so I have it, click the "X" to close it, then go back into the tickets to see if it is there and if my comment has saved. Thank you!
3 votes -
Fax window remain open
It would be nice if the fax window would remain open and allow us to update a client profile while having the fax open to view. Currently, I have to either save the document then reopen it in order to then go into the client profile to update the info. Just an idea
1 vote
- Don't see your idea?