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Procentive Feature Suggestions

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344 results found

  1. Change Service Line Process

    This idea is for both Clinical/Charting and Time. The charting should be done before the billing and the adding of service lines should be allowed by the biller even if the document is locked. Also you should make the adding of the service line to the charting less complicated by allowing once the service line is created to be able to attach the service line to already existing notes instead of having it add new notes as an options.

    3 votes

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  2. paper eob storage

    It would be awesome if you could upload a copy of a paper EOB in the payments screen that could be opened at a later time instead of having to store these paper EOB's in a drawer or in a computer file. Just to the right of the Payment in the payment screen could be a link or place to upload and access later. No different than adding documents anywhere else really.

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  3. 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

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  4. Add a column in the Clients Module for email address

    Procentive does not have a report where we can generate a list of Active clients on a given clinician's caseload. In other words, the clinician should be Actively associated with the client. Currently, the reports generate a list of clients who have the clinician listed in the staff tab, regardless of whether or not they are currently Actively associated with the client (i.e. the Active box is unchecked). Essentially, we need information to pull from the clinician's Active caseload in the Clients Module so that we can quickly generate a list and communicate with a provider's caseload, in the event…

    9 votes

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