Procentive Feature Suggestions
344 results found
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Change Time Entry - Active vs Inactive Diagnosis Codes
When in the Billing Module and a claim errors out in the Change Time Window it would be nice that on the diagnosis tab, that it lists whether a diagnosis code is active vs inactive, so that when you are trying to fix the error, you don't mistakenly select an inactive Diagnosis code for the client.
5 votes -
Freeze column headers
Just wondering if it's possible to freeze column headers, specifically for the Trial Balance Report. It can get confusing when scrolling down and not remembering which column you might be looking at.
5 votes -
Collections Report
Wondering if a report could be made/modified to show the aging buckets from date of service to payment date. Run by location, payer, date, date of payment. Group by payer, location, (staff?), (code?), other?
5 votes -
5 votes
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Client Portal scheduling beyond the appointment window issue.
We have set a limitation on how far out a client can set an appointment in the future (i.e. 2 or 3 months). This avoids a client booking out weekly for a year, and then dropping therapy the following month. However, when they schedule through the Client Portal, despite the fact a client can not actually schedule beyond that limit, there is nothing that tells the client that they did not actually book that time 3+ months out. They believe they booked it, but it does not show on our calendars. Any date beyond the scheduling window needs to be…
5 votes -
Default "Use this Email" for Primary Email to say "Yes"
We would like to see in the Client's Profile, Phone/Email tab, to have the Primary Email, Use this Email, defaulted to yes.
5 votes -
Warning when attempting to duplicate scheduling of a client the same day and time of another scheduled appointment.
Provide the ability to receive an error message when a client is being scheduled for an appointment the same day and during a time the client is already scheduled for with another individual/group appointment. Currently you receive a warning message that indicates the client has other appointments that day, but does not specify that the time you are trying to schedule is already taken.
When you have clients seeing multiple counselors within a given day overscheduling the client for the same time creates confusion and frustration. An error warning would save time for schedulers and providers, along with creating less…
5 votes -
Add Warning in Billing Module for Travel Code
Similar to the message that appears when the Interactive Complexity code 90785 does not have a primary service code to bill with:
WARNING (you will not be able to submit this electronically): The code 90785 must be billed with 90791, 90792, 90832, 90834, 90837, 90833, 90836, 90838, 99201-99255, 99304-99337, 99341-99350, 90853, or H2035.5 votes -
Update to 1460 Report
Could the 1460 report be expanded to include the payment amount (if any) on the ERA and if it has been checked as processed or not?
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 -
Admissions
Admissions tab: Please adjust so it is ordered with most recent stays are on the top.
I have client's with up to 40 -50 stays and we have to scroll down to the bottom to work on the Admissions line and see most recent info.5 votes -
Dashboard doesn't indicate re-sent claims
The "Recent billings" portion of client's dashboard only indicates the first time a claim was sent. I would like the section to reflect when the claim was re-sent to the same payer.
5 votes -
Setting up codes so they can be added to multipayers at once vs individually
We are adding a Chemical Dependency program and with that there are several new billing codes I have been setting up and some additional ones to come. Is there any way in the Procentive system these can be added to all payers with a set rate where I do not have to manually enter these into each payer? It seems like there should be a something simple to check "X" codes at each set rate can be added to the selected payers.
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 -
outlook
It would be incredibly helpful if when an appointment was created under the Procentive appointment module, that an email with a calendar invite could be sent to the clinician's email (if they opted into the service). Right now we're having to balance two calendars and things get missed or double booked.
4 votes -
Automate Invoices
Please automate invoices. We currently have to run report 3560 and click 'save a copy of these statements in the client module' for clients to view their invoice. If client balances were automated as Procentive receives payment from client's insurance this would save companies hours of time every week.
4 votes -
How can we change payer without the system creating a new bill line?
When a new bill is created is there a way to upgrade the system so we can chose to replace the first Bill instead of having to adjust each line we have to rebill? Example, we originally bill the wrong insurance and we do not want to "Adjust" off the incorrect bill line as the adjustment reflects negatively on our reporting, we simply want to bill the correct payer. How can we do that without creating a whole new bill line, or select an option to reverse the original bill line.
4 votes -
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 -
Department number
Adding a department number to staff profile - We see value in adding a place within the staff profile for a department number. And then being able to report off of the employee ID and this department number for revenue management.
4 votes -
two factor
Hello, we are current client of Procentive and are requesting addition of two factor authentication when logging into Procentive. This feature is available on allmost all EMRs but not available in Procentive. This is something you would want to seriously consider as cyber security is of utmost importance in the current enra.
4 votes
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