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Procentive Feature Suggestions

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344 results found

  1. Use of this platform to vote on new ideas...?

    I hope you are not using this platform to accept new ideas. As I look at all of the ideas posted and opportunities for others to vote on how important it is, there are MOST with 0 votes. I think all NEW ideas should come to Procentive only. You determine if you can do it. If you can do it, and you do not know if it would be well received by all of us then you put it to a vote with enough time and information for all of us to know what we are voting for, why, and…

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Incentive for billing 20+ clients per week

    I want my contractors to make x% for billing up to 20 clients per week, and y% for the number of clients billed over 20 clients per week. How do I set this up?
    I learned this is not an option in our current Commission Reporting module. But I'd like to think it is possible. Can you please consider providing this enhanced feature?

    2 votes

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    0 comments  ·  Accounting  ·  Admin →
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  3. Integrate different calendar platforms

    Wondering if it would ever be possible for the Appointment Module to be linked up with other calendar platforms, such as Office 365, Google, etc. If we are using Google Meets, for example, as a telehealth platform, there is no linking to the Appointment Calendar in Procentive. I realize there is a telehealth integration already, but the integration could beneficial for other reasons as well.

    6 votes

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  4. Appointments side bar: Add diagnostic assessment and treatment plan dates

    Suggestion to post the diagnostic assessment and treatment plan dates in the side bar, the same area as the releases of information and notice of privacy practice dates. This way workers have a quick snapshot of crucial dates without having to flip to other modules..

    2 votes

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  5. 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

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    0 comments  ·  Reporting  ·  Admin →
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  6. Late cancels/ No shows Tracking

    Our policy is 3 no shows or late cancels in a calendar year and then you go to same week scheduling or our cancelation waitlist. The system has it set to show the amount of no shows or late cancels in the last 365 days. We would like to have the option to change that to a calendar year.

    8 votes

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  7. More data regarding unkept appts

    We would like to be able to get more detailed data regarding reasons for unkept appts beyond just Client Canceled, Staff Canceled. At this point we can type in the Reason for status change textbox, but that's freeform text so there is no consistency and makes it difficult to tabulate the data to see any patterns, etc. It would be nice to have a user-defined picklist for this purpose.

    2 votes

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  8. Invoice number permission

    We would like to add a permission that could be added to a role, that would allow to change the invoice number and if a role didn't have that permission, a staff wouldn't be able to accidentally delete or alter that field.

    This would help prevent human error or possible autofill issues, when billing.

    3 votes

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  9. Add Clinical Charting Link to NewCrop

    Please add the link to clinical charting back into the new medication module NewCrop. It was available when the medication module was Dr. First and was very helpful to flip back and forth from procentive clinical charting to the medication module.

    3 votes

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  10. Logic to screen for modifier/POS compatibility

    We spend a fair amount of time correcting modifiers and POS in the Billing Module. For example, clinicians select 90834 GT but then select POS School instead of POS Telehealth. Or they select 90834 but then select POS 02 or 10 for TH. Would Procentive be able to add logic that would at least prompt a clinician to verify/update either CPT or POS if the POS does not match the code selected?

    1 vote

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    0 comments  ·  Billing/Claims  ·  Admin →
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  11. Default attendance status for bed management

    There needs to be a way to set a default status for Bed Management.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. 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

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    0 comments  ·  Reporting  ·  Admin →
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  13. Client Dashboard Clinical/Charting add Program column

    Add a "Program" column under Clinical/Charting on the client's dashboard. Most of our clients switch between multiple programs and many forms are similar between programs. The "Created by" column can give some indication of what program each clinical document is associated with, but it would be immensely helpful to see the program detail at a glance on this quick reference page that's linked in so many places.

    Side note - perhaps remove the client name column in this section, as it's somewhat redundant.

    1 vote

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  14. Kiosk

    About 40% of clients are unable to sign documents sent by Kiosk. I understand it may be due to using a mobile device. Enable kiosk to work easily on all devices.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Integration with time-tracking software

    Helpful to have an all-in-one platform for payroll, non-billable time-tracking, etc.

    1 vote

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  16. 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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  17. 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

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    0 comments  ·  Reporting  ·  Admin →
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  18. Split individual services - outpatient

    I'd like the ability to split a service line for individual services (specifically code H0038 U8) with more than one unit. This will help when needing to rebill claims that deny for billing more than the max allowed per day (8 units/day for this code - and we often bill out more than that) rather than having to re-enter multiple service lines.

    1 vote

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    0 comments  ·  Services (Time)  ·  Admin →
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  19. Client Dashboard Permissions

    Please restrict the client dashboard to show program specific service lines and clinical charting.

    1 vote

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  20. Change color of links once clicked on

    There are many places in the program with dozens or hundreds of links. It is often difficult to track which have been clicked on and addressed already and which still need attention. Could you build in the capacity for links to change color when clicked on, similar to functionality seen in search engine result listings?

    2 votes

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    0 comments  ·  Other  ·  Admin →
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