Procentive Feature Suggestions
35 results found
-
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 -
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.
2 votes -
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…
2 votes -
Email
It would be nice if you could integrate with email accounts have the ability to email in/out of Procentive.
2 votes -
Messaging on client dashboard
Could Procentive add Messages to the client dashboard to provide quick access similar to Tickets?
2 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 -
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 -
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 -
Increase Text Reminder Character Limit
We are requesting a text message character limit increase. Right now depending on length of client and staff name we are maxing out with as minimum characters as possible for text message reminders. Looking to have this increased to allow a more detailed message for their reminders so there isn't confusion.
1 vote -
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 -
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 -
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 -
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 -
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 -
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?