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Procentive Feature Suggestions

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35 results found

  1. 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

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  2. 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

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  3. 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

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  4. More and advanced texting capabilities

    We would love more texting capability since that is most clients' preferred mode of communication. This would include the ability to text a single client directly as well as ideally being able to run a report and send texts based on the results.

    5 votes

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  5. 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

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  6. Block fax

    It would be nice if you could block a phone number in the fax module. We have a number that keeps faxing to us that contains nothing

    5 votes

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  7. SMS Reminder Messages should NOT automatically cancel appointments without notifying the provider

    Currently, Procentive will send SMS text message reminders to clients. Even though the message says "Do Not Reply to This Text", if a client replies and says the word "Cancel" in the response, it will automatically cancel the appointment.

    This is incredibly confusing because the appointment change log will not show any changes to the appointment, and the provider won't be notified about the change in appointment status, and it has caused clients to be considered a "No Show" instead of a "Cancel" or a "Late Cancel".

    The SMS should either not accept replies at all, or if it accepts…

    4 votes

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  8. Test Messaging

    Ability to text clients from Procentive in a HIPAA-compliant fashion.

    8 votes

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  9. UI for Faxing needs updating

    To fax documents, I select them then click "change" fill out fax information and click "save". No one would guess that is how you send a fax.

    4 votes

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  10. Ticket Templates

    It would be great if you could program in templates for tickets - a lot of the tickets that our admin/billing staff send are repetitive. It would be a huge time saver just pick from a list of common ones/fill in the blanks instead of typing them out every time.

    6 votes

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  11. 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

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  12. Ticketing Time Stamp

    When you create a ticket and save it, then it has the date created. When you add a new comment, there is a date and time associated with each new comment on that ticket. It would be great if you could not only see the date the ticket was originally created, but also the time.

    3 votes

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  13. reminder

    It would be helpful if a client's current financial balance would be included in the 24 hour reminder text/email they receive.

    7 votes

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  14. Please add Ticket search feature by "New" or " Added to"

    Please add a way to search tickets by just new ones that are the cause the Ticketing Module to flash. It is difficult when you get added to a ticket and you can't locate it, especially if it's an older one.

    3 votes

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  15. It would be nice to be able to upload a file when creating a ticket -

    I can't find where you can upload when creating a ticket, that you have to send the ticket, then open and attach the upload. It would be nice to be able to upload when creating the ticket.

    8 votes

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  16. 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

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  17. Scanning in Ticketing

    It would be nice if we could scan a document directly into ticketing instead of having to upload a saved, scanned document.

    6 votes

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  18. 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

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  19. 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

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  20. 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

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