Procentive Feature Suggestions
44 results found
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Add Member ID Ang Group # to 1010 and 1370
It would be incredibly helpful if the 1010 and 1370 reports included field options for the insurance Member ID and group #. These fields are available on the 1310, and are very useful, but the 1310 can only pull invoice lines that have an outstanding balance, and it does not show payment information.
Having this data included on the 1010 and 1370 would save a lot of time when communicating consistent issues with payers, and allow us to more easily identify groups that could help us pinpoint issues or reach out for marketing possibilities.
5 votes -
1014 Report - Commercial Member ID
Hello,
Would it be possible to add a field to pull the member id for the 1014 report? I see that we can pull the MA member id, but not for commercial payers. This would be great if it was something that could be added.
Thank you!1 vote -
Report 2030 - add Program Code selection option
Add parameter to allow Report 2030 to be pulled by Program Code (including multi-select).
1 vote -
Report 1300 - add Program Code selection option
Add parameter to allow Report 1300 to be pulled by Program Code (including multi-select).
1 vote -
3130
It would be great to have the 3130 report to have a feature where it links to the workflow module when there is a workflow set up to send notice of a treatment plan review being due. Once the workflow is completed by the staff associated with that specific patient, the treatment plan expiration would then no longer show up when running the 3130 report stating that it is expiring.
1 vote -
Add New CCBHC Fields to Raw Data Report
In the Raw Data Report parameters, there is an "Additional Fields" dropdown that allows us to choose from a range of Client Fields to pull onto the report. The Client Fields include several demographics found on the client card; however, none of the newly added CCBHC fields (e.g., Consumer Status, Housing/Residential Status) are on there.
It would be really helpful to have those fields added so that they can be selected on future raw data reports without requiring a form.
1 vote -
multiple log ins for group
I wanted to offer our process for our different group programming in order to create an enhancement request for the Commission's Report and eliminate the need for one provider to have multiple logins for tracking commission payments.
Two providers facilitate a group. Each of these providers may lead more than one group with a completely different provider (so one provider may have multiple combinations).
For one group: One provider enters time and creates a clinical group note one week under their own login and the other provider enters time and creates a clinical group note the next week under their…1 vote -
Open a new ticket.
Is there a way you could improve the ticket section? Maybe adding a submit button instead of the save button as it's confusing whether or not our messages are sent. And the fact that your system displays an "unsaved" message makes it even more confusing.
Having a button to go back to the menu would also be a good idea so users can return to the other screen(s) easily.
1 vote -
Clinical/Charting View Report
Please create a report that provides all the same data points available when looking at the Clinical/Charting view, with all the same fields and data, but in an excel sheet. Preferably something that I can run for one or many providers and based on specific time periods.
2 votes -
reporting dictionary
Provide a reporting dictionary so that data points can be identified.
3 votes -
New Report Request
A report similar to the 1080 but would take into account any takebacks or takeback credits for each individual staff.
1 vote -
collections report
The shading on the 1030 report is so helpful in making the report readable. Please don't eliminate it in the 1031 upgraded version!
2 votes -
Update to 3010 report
Request to separate the Client Name into 2 columns, First Name, Last Name, when exporting it to Excel.
This will make filtering/sorting/reporting much easier and speed up the workflow.
4 votes -
Report 3140
2 requests for this report.
First, being able to export this report via Excel.
Second, when using the html version, having the client name as a link, so you can go directly to the client profile from the html version.
2 votes -
Create a new report to identify what charts have been blocked to staff
There are charts that get staff access blocked and there are staff that block access from their staff however there is not a report that can be run to identify what client charts have been blocked. If there is a report created, this will help ease the process for running chart access reports on who should be accessing.
2 votes -
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
4 votes -
8031
We have been using report 8031, as opposed to 8030, since we need more than 2 options to sort the report. 8030 has a nice feature on it where you can have a page break. Can we get a Page Break on the Main Sort on Report 8031 like there is on 8030?
1 vote -
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.
7 votes -
Report 2070 additional information
Is there a way that to this report it can pull what Insurance the service line is linked to.
3 votes -
3260 Report
Please add a column(s) that would differentiate which payer type there is still a balance on. Private/Copay/Government etc....
4 votes
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