Procentive Feature Suggestions
344 results found
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Client signature required before being able to send
We would like it if a client was not able to send a form through Client Portal, without signing it first.
8 votes -
The system should have the ability to automatically send preset documents already in the portal to clients when the invite is sent
The system should have the ability to automatically send documents in the portal to clients when the invite is sent instead of selecting them everytime a invite is sent. I know that every client would not need all of our portal documents would they all need consents and client intakes
8 votes -
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 -
Being able to visibly see which codes require an auth, not just payer wide
You are able to set up a payer that requires an auth but not all codes require it. Wondering if it would be possible to set this up at the Payer level, Rates tab, Program/Codes tab? Or any of those tabs that have "Code" in it?
A basic "Yes/No" check box should suffice.
7 votes -
Exporting
It would be great if every report had the ability to download to Excel/CSV. It would be even better if you had the option to download everything without all the formatting - ie no subtotal rows, etc. It is a pain to re-format in order to be able to sort/create a pivot table with large amounts of data.
7 votes -
Ability to add copays/see copays while processing an ERA in the ERA module
Please create the ability within the ERA module that when processing an ERA if a client has a copay as a credit, you can see that and apply it simultaneously while processing the ERA. Additionally, add the client's CCD balance to the ERA processing window so a biller can see if a client has a high CCD while processing ERA.
7 votes -
Multiple Locations
It would be great if you could select more than one location for a client, similar to how you do in the Staff module. We have clients seeing multiple providers, and not necessarily at the same location. In order for all providers to be able to see the client's file/charting, we have to set the client's default location to [none], so some of our reports, etc are not accurate.
7 votes -
Appointment Log Details
Within the "log" portion of the appointments tab, under the "details" section, it only indicates 2 details, "Appointment created" and "Appointment modified." We are wondering if it is possible to have the detail more specific in that when we mark that the client has arrived in the appointment, we want to log to reflect that specific detail. Instead of it just stating "Appointment Modified" we would like it to state "Client has arrived"
Thank you!7 votes -
Automated Appointment Reminders Need to Be Customized & Used in Every Program, Not Just Used By 1 Program
We have different automated appointment reminders that the different programs in our agency need to use and having the text be standard and only usable for one program, but not the others will not work.
We need to be able to customize each appointment reminder to each program, otherwise one program monopolizes the entire feature and our other three programs can't use it.
7 votes -
Ability to dictate case notes
It would be great if this was an option for Procentive to dictate case notes and not have to type them.
7 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 -
Time module adding place of service
Our group bills in office and telehealth sessions, it would be very helpful to see, in the Time Module, what the Place of Service is for each claim. Although we have codes set with Telehealth in the description the Place of Service can be changed and we are unable to see it until we are reviewing in the Billing Module and then have to return to the Time module to correct it. Also the Medicare claims that are telehealth do not require a modifier, just a Place of Service and it would be helpful to make sure it's been changed…
7 votes -
X12 raw data
It would be wonderful to have a Knowledge Hub article that explains the X12 raw data. When an invoice is rejected, it is often difficult to impossible to figure out why, resulting in the necessity of a ticket.
7 votes -
Consent/
I would like to have the Consent for treatment and Privacy practices forms to automatically flow the signature date into the client module>client tab to the Signed Release on file and Privacy practice notice signed by client. This would be a better way to keep our files current and up to date.
7 votes -
being able to change the regarding txt to apply to all appointments or just this one
In the appointment window- the white box labeled regarding. I would like to be able to put information in there and be able to choose to have it apply to this appointment only or to all appointments scheduled for the client.
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 -
Add more than 10 custom write offs in Settings Module
We have used up all 10 custom write offs available in Settings Module. But we need more. We are requesting to be able to create more than 10 custom write offs.
7 votes -
Tablet
I would like to suggest a mobile device friendly platform for Procentive. Our team often utilizes tablets for rounds, medications and group documentation so that they can chart "on the go" as things happen. At times it is cumbersome utilizing Procentive on these devices. Mostly it's needing to adjust the size to be able to click on the correct items and then needing to tap on things several times to get them to open, activate the correct box etc.
7 votes -
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 -
Electronic Statements
Please adjust settings for clients that only want an estatement and not a paper copy. Currently, it's not true electronic statements, as the paper statements will still print for your clients. If you tell it to not print the statement for the client in the mail tab of the client's account, then it won't send it to the client's portal either.
6 votes
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