Procentive Feature Suggestions
347 results found
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1031 - Collections Report
This report also shows the $0 balance lines, when realistically the collection report should only show anything with balances, so please have an option to remove $0 balance lines or remove $0 balance lines altogether
4 votes -
4 votes
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3260 Report
Please add a column(s) that would differentiate which payer type there is still a balance on. Private/Copay/Government etc....
4 votes -
User ability to make changes
Just in general to make changes on our own, without having to request Procentive to do the change.
4 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 -
"Program" populate from Time Add to Clinical/Charting
It would be great if we could save a click have the Program automatically fill in from the Appointment > Time Add > Clinical/Charting
4 votes -
3610 Report
Please add Patient Number as an option
4 votes -
Copy client in Clients module
It would be nice if we could copy a family member that is already in the clients module when there are multiple family members that will be coming to treatment to be seen. Instead of having to add each client separately this would allow us to only need to change the information that is different for each family member such as DOB, last 4 of social, etc., but all other information that is the same will already be populated and not need to be re-entered again and again.
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 -
Staff meetings being inadvertently deleted from all schedules
Creating a feature to lock a group/staff appointment in the Appointment Module that can only be changed/edited by the creator of the meeting would be helpful. We frequently will have staff delete a group meeting if they are not able to attend, which deletes it from all staff's schedules. If there was a way to prevent this from happening it would help to prevent a lot of frustration that comes about due to scheduling conflicts when this happens.
4 votes -
Staff Change Log
We would like to see a Change Log feature in the Staff module, like the one in Clients' files, so we can see who made which updates to a staff's profile & when it occurred.
4 votes -
Add Date field for "On Waitlist" in Client profile
I want to know if it is possible to add a date field on the staff tab in the client module to show when a client has been put on a waitlist.
And then have that date as one of the Sort field on the 3170 Report
4 votes -
saving claims in ERAs
We have to click on each claim in our ERAs to ensure that the session is saved correctly (some need to go to secondary, adjusted for co-pays already entered, etc.). It would be nice to have a keystroke option for saving a claim instead of moving the mouse back and forth between claim and save.
4 votes -
Authorization tab date sort ability
Is it possible to allow the ability to sort the auth screen by the from date or the to date to keep them in order? I noticed that the admission tab automatically sorts when an older date is entered(previously missed or deleted and added after the fact). Wondering if this can be done.
4 votes -
Add Time
Is there a way that the Link to Add Time could be selected by default when setting up a new staff? We have to go through the process for each staff, which is a pain. Seems like it would be way easier to either ignore the time add feature if you don't need it, or uncheck the box.
4 votes -
Details on receipt
I would like to specify the service received and the date of service so I don't keep getting calls from clients questioning their receipts. This frustrates both my patients and me. Money frustrations are not good for business.
4 votes -
workflow - additional trigger options and filter for payer type (custom field)
Is it possible to get additional triggers added in workflow? We are looking at a few different types of notifications - such as when data is missing - for example Client Module, Payer Tab, Eligibility sub-tab - maybe days after a new Payer is added - ?
Also would be helpful with payer-specific workflows to be able to set workflows based on our custom payer TYPE field so we don't have to select/unselect 100s of payers for each workflow setup.
4 votes -
client portal self scheduling
We have our portal set up so that clients can request appointments.
However, we can only select one person to get a message when a client makes or requests an appointment.
It would be way better if that message can just go directly to the counselor.4 votes -
Pay now button on agency website
Allow a pay now button on our agency website that interfaces / integrates with Procentive. The pay now button could be used with out a client account and with only two data points, such as DOB and client last name, thereby allowing easy payment.
4 votes -
notes and ticket image in TIME module for group and individual
Is it possible in the Time module group view (especially) to add a column or place to enter 'pink notes' like we can in the Payments module? It could be near the Reviewed column.
Also, can you add a 'ticket' image when there are tickets created out of service line so other staff (who have permissions to see them) would know there is already a ticket attached to a service line or group service line?
This would be similar to how there is a ticket image in client module when there is a open ticket already associated with a client.…4 votes
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