Procentive Feature Suggestions
35 results found
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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 -
Test Messaging
Ability to text clients from Procentive in a HIPAA-compliant fashion.
8 votes -
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 -
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 -
Saving Client Messages
It would be helpful if the messaging module had the capability to save messages to/from clients to the client’s record or associate them with the client’s file vs having to duplicate communication exchanges or copy paste. This would help fulfill ethical and legal requirements of saving all correspondence with clients.
7 votes -
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 -
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 -
archiving messages
It would be great if there were an easier way to archive messages than the current open-each-one-and-check. A method as exists for email would be far preferable.
6 votes -
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 -
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 -
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 -
new message window not staying open
If I open a new message and go to a different module to get information to include in the message, the message disappears and I have to start over. GRRR!
5 votes -
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 -
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 -
Lack of sensitivity on clicking to open a message
It would be great if messages would open with a single (or even double-click) rather than having to click 15-20 times to get a message to open.
4 votes -
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 -
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 -
Ticket Module Unwieldy!
The ticketing system is very unwieldly and confusing. It takes way too much time to make sure all the steps were followed. It should follow more of a messaging model.
3 votes -
Messaging show all Names when Replying All
I wish when we would do a reply all, that it would show all the names!
3 votes -
reply all
It would be wonderful to have a "reply all" option. If I send a message to several people, and one responds, that one needs to add the other addressees to the reply so everyone sees the response.
3 votes
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