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Procentive Feature Suggestions

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  1. 1031 - Collections Report

    This report also shows the $0 balance lines, when realistically the collection report should only show anything with balances, so please have an option to remove $0 balance lines or remove $0 balance lines altogether

    1 vote

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  2. Report 2070 additional information

    Is there a way that to this report it can pull what Insurance the service line is linked to.

    1 vote

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  3. Charting and Service Line

    Create a report that shows what documents in clinical charting have or do not have service lines and whether they have billed, and by what payer.

    1 vote

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  4. 8000 Report as Excel Document

    Is there any way to add the option to export this report to excel?

    1 vote

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  5. 3260 Report

    Please add a column(s) that would differentiate which payer type there is still a balance on. Private/Copay/Government etc....

    1 vote

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  6. 3610 Report

    Please add Patient Number as an option

    2 votes

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  7. Exporting

    It would be great if every report had the ability to download to Excel/CSV. It would be even better if you had the option to download everything without all the formatting - ie no subtotal rows, etc. It is a pain to re-format in order to be able to sort/create a pivot table with large amounts of data.

    1 vote

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  8. Commission Report

    We would like the Commission Report to include employee numbers so we can upload the spreadsheet right into our payroll system.

    1 vote

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  9. 8030

    Update the 8030 report to be able to select a third sort to group. There is main and secondary and one more would be helpful.

    1 vote

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  10. Full Code on 1310 Report

    When we run the 1310 Unpaid Service Lines in Excel, the Code Column is not complete. It is missing the description. The Code Box does show the full code name. Is there a way for this information to also populate on the report?

    2 votes

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  11. Report 5300

    Create the ability to export this to Excel

    1 vote

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  12. Custom Reports

    Please incorporate a Custom Reports option where staff can run reports by selecting specific field criteria as not all standard reports within Procentive cover what you are looking for. Procentive should be able to pull what you tell it to for a report. I've not used a program before where this is not an option.

    4 votes

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  13. Freeze column headers

    Just wondering if it's possible to freeze column headers, specifically for the Trial Balance Report. It can get confusing when scrolling down and not remembering which column you might be looking at.

    3 votes

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  14. Report 4020

    Is there a way to get Report 4020 to be able to be pulled by Location?

    We are looking at our payer mixes by location and this report would do just that, but it will only allow me to run it by date of service.

    1 vote

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  15. Appointment Reminders Report

    Create a report where we could pull a client list with a list of clients who have appointment reminders set up.

    1 vote

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  16. Report 1500

    Is there a way on the 1500 report that we could get a check box to either include or exclude discounts into the numbers?

    1 vote

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  17. 3690 Report

    Request to update the 3690 Report to allow to filter by either active or inactive clients, as well as both. Currently it only allows for only active or both, with no way of sorting.

    2 votes

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  18. client portal medical

    when you have a client open, in the client module, at the bottom is a feature CLIENT PORTAL MEDICAL there is ALOT of great features for our nursing staff. However, there is no way to extract all of the information in those tabs. This would be great information for us to be able to pass on when other facilities are requesting medical records, as we cannot pass on the medical records of our client as they are seen at the local clinic.

    1 vote

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  19. Report for setting of staff setting for: disable messaging for Client Portal

    It would be helpful to be able to run a report to see which staff have the messaging disabled for the client Portal.

    Right now we have to go staff by staff to see what its set at.

    1 vote

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  20. MHIS reporting: Reservation Field

    MHIS reporting to the state seeks information about reservation status. Once the person is an enrolled member, that status does not change. This data is needed by agencies across the state for MHIS reporting. It would be helpful to have a location in the client module for this data. Something like, "Enrolled in a reservation?" If yes, then a drop down with at least the MN reservations plus an "other" for that rare out-of-state person. Then this could be pulled into various forms for reporting purposes.

    1 vote

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