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Procentive Feature Suggestions

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343 results found

  1. Add Member ID Ang Group # to 1010 and 1370

    It would be incredibly helpful if the 1010 and 1370 reports included field options for the insurance Member ID and group #. These fields are available on the 1310, and are very useful, but the 1310 can only pull invoice lines that have an outstanding balance, and it does not show payment information.

    Having this data included on the 1010 and 1370 would save a lot of time when communicating consistent issues with payers, and allow us to more easily identify groups that could help us pinpoint issues or reach out for marketing possibilities.

    5 votes

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  2. Remove "MA authorizations must be of length 11" warning message

    Since Service Agreements are a thing of the past, the warning/reminder, "MA authorizations must be of length 11." seems obsolete. Is there a setting we have that we could use to turn it off just within our company or is it Procentive wide? It's helpful to use the auth # field for billing information on occasion (e.g. "Pending auth" - since this shows in the Time module and on reports), but entering a non-11 digit number can hinder providers from entering services if they see a warning/error message when they do time add.

    2 votes

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  3. Mass Messages

    It would be helpful to be able to sort "by Payor" on Mass Messages. Using Blue Plus for example, all BP members are getting new ID and new Plan codes, effective 1/1/2024. I would like to message out the importance of getting that info to us, etc.
    Thanks
    Paula

    2 votes

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  4. 1014 Report - Commercial Member ID

    Hello,
    Would it be possible to add a field to pull the member id for the 1014 report? I see that we can pull the MA member id, but not for commercial payers. This would be great if it was something that could be added.
    Thank you!

    1 vote

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  5. Report 2030 - add Program Code selection option

    Add parameter to allow Report 2030 to be pulled by Program Code (including multi-select).

    1 vote

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  6. Report 1300 - add Program Code selection option

    Add parameter to allow Report 1300 to be pulled by Program Code (including multi-select).

    1 vote

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  7. Appointment Reminders

    Is there a way at all to add a "are you sure you want to cancel reminders" button if people accidentally turn off reminders?

    We are having many clients that get confused by that and apparently all it takes is one click to cancel the reminders.

    2 votes

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  8. 3130

    It would be great to have the 3130 report to have a feature where it links to the workflow module when there is a workflow set up to send notice of a treatment plan review being due. Once the workflow is completed by the staff associated with that specific patient, the treatment plan expiration would then no longer show up when running the 3130 report stating that it is expiring.

    1 vote

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  9. credentials

    We would like a column added to the Staff Module landing page that shows each therapist's full credentials.

    1 vote

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    0 comments  ·  Staff Management  ·  Admin →
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  10. billing outpatient, change of payers

    When payers change, allow for each service line to be updated with the new code, rate, auth, etc. in the "Change Time" window just like it does when selecting the appropriate code, marked with "(auth)" at then end, in the Service window. Either that, or allow individual line changes in the Group format Service window without disturbing the other lines in the group.
    Also, in addition to the drop down to select different payers in the "Change Client" window, could there be some master list, so it's obvious at a glance what a client's payer history is? I find it…

    1 vote

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    0 comments  ·  Billing/Claims  ·  Admin →
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  11. Add New CCBHC Fields to Raw Data Report

    In the Raw Data Report parameters, there is an "Additional Fields" dropdown that allows us to choose from a range of Client Fields to pull onto the report. The Client Fields include several demographics found on the client card; however, none of the newly added CCBHC fields (e.g., Consumer Status, Housing/Residential Status) are on there.

    It would be really helpful to have those fields added so that they can be selected on future raw data reports without requiring a form.

    1 vote

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  12. Text Fields

    Make the text field boxes bigger.

    1 vote

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  13. Signature features

    Since the signature box dates the signature why not eliminate the date box?

    Move the save button near the signature code box.

    Eliminate the pop up box that asks if I really intend to sign.

    Move the audit ready button near the signature box.

    1 vote

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  14. Follow up Date Feature

    I wanted to know if there could be a feature added whereas a claim can be pushed out or report that can determine when was the last follow up completed on an claim? Example: When working the 1310 (Unpaid) report and billing staff wants to run an updated report without the claims that has been followed up on within the last 30-45 days. I believe that this help avoid checking on a claim that has been recently worked or has been paid and claim will not show on the updated report. Thank you!

    2 votes

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  15. multiple log ins for group

    I wanted to offer our process for our different group programming in order to create an enhancement request for the Commission's Report and eliminate the need for one provider to have multiple logins for tracking commission payments.

    Two providers facilitate a group. Each of these providers may lead more than one group with a completely different provider (so one provider may have multiple combinations).
    For one group: One provider enters time and creates a clinical group note one week under their own login and the other provider enters time and creates a clinical group note the next week under their…

    1 vote

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  16. Staff Gender

    It would be lovely to have an option for a Staff person's gender that could be left as "select' or something to default. It currently defaults to "Female" and only allows for the 2 options, Male/Female. If there is an option to be left blank, then the "Gender Identity" field can be used instead of putting in a gender.

    1 vote

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  17. Ability to Repopulate Mass Group Note Template

    When you create a group note it initially populates with all clients in the group for ease of completion. Therapists often initiate a note and partially complete the group notes with the need/desire to return to the note later, however, once the note is saved, it separates into individual client notes with no way to repopulate as a mass template for the therapist to work from. It would be extremely helpful to have a way to return to the mass group note template.

    1 vote

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  18. 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

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  19. episodes of care

    Use of ‘episodes’ allow the user to see a client record for a specific episode of care, or time period during which the client received services, as opposed to the entire clinical record. When a client is discharged from all programs/services, that episode essentially closes. If the client returns, a new episode is created. The client still only has one client number/client file, but all of the clinical documents and client record details are captured for and stored within the respective episode. For a client with more than one episode of care, the user would select which episode they want…

    1 vote

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  20. 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

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