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Procentive Feature Suggestions

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44 results found

  1. 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.

    3 votes

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  2. 3610 Report

    Please add Patient Number as an option

    4 votes

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  3. 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?

    5 votes

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  4. 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.

    2 votes

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  5. 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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  6. 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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  7. Report 5300

    Create the ability to export this to Excel

    1 vote

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  8. 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.

    8 votes

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  9. 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.

    5 votes

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  10. 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.

    2 votes

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  11. Appointment Reminders Report

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

    2 votes

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  12. 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.

    2 votes

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  13. Report 8040: Add "Previous Calendar Year" to Period options

    I would like to see an option to generate an 8040 report for the "Previous Calendar Year" be added to the Period options. Currently, there is an option for "Last Year," but this is actually a "Last 12 months" selection and does not generate reports for the previous calendar year.

    Ideally, I prefer to run these in January, which would not cause any issues. However, this year I had to generate the report in February for a number of reasons, including time limitations.

    Thank you for considering this request.

    3 votes

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  14. 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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  15. 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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  16. 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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  17. 3130 Report

    When we we run the 3130 report, it would be helpful if it would pull expirations for DAs for all clients associated with a staff, not just those who are marked as primary staff. Some clients are shared between several staff.

    4 votes

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  18. 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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  19. 2030 Report

    Hello,

    It would be extremely helpful to add a "client" search field in the 2030 report. This would help tremendously when administration needs to pull clinical/charting information for one client by staff as opposed the selected staff's entire caseload. Really helpful for single client discharges.

    3 votes

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  20. Update to 1460 Report

    Could the 1460 report be expanded to include the payment amount (if any) on the ERA and if it has been checked as processed or not?

    5 votes

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