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Procentive Feature Suggestions

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36 results found

  1. 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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  2. 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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  3. 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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  4. appointment audible notification

    Currently after checking in a client who has arrived in the appointment, the appointment will flash indicating to the Therapist that their next client has arrived - It would be helpful to enhance this to also give an audible notification noise with the alert on top of the flashing.

    2 votes

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  5. Time Add Window

    Time Add Window-option to close after first Service Line Added.
    We have many staff that think they are "correcting" a service line but are adding additional service lines instead. I would like the option to have that window go away after hitting "save" and then anyone that needs multiple service lines can go back to the appointment. Having it as an option in Settings to stay up or go away would allow agency specific customization.

    2 votes

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  6. Late cancels/ No shows Tracking

    Our policy is 3 no shows or late cancels in a calendar year and then you go to same week scheduling or our cancelation waitlist. The system has it set to show the amount of no shows or late cancels in the last 365 days. We would like to have the option to change that to a calendar year.

    8 votes

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  7. 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

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  8. Add change log to Resource Reservations (in Resources Module)

    Can a change log be added to Resource Reservations (in Resources Module) the same as logs for regular appointments in Appts Module

    2 votes

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  9. Eligibility Module - add Appointment Type column

    It would be helpful to have a column for Appt Type in the Eligibility Module because the process for intake client appts is different than for follow-up appts so this would help staff be able to process things appropriately for each type of appointment without needing to run a separate report to identify all the intakes, for example. And without needing to click into each appt on the eligibility list.

    2 votes

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  10. Alternate colors on "appointment" section of dashboard for easier viewing.

    To make the appointments section of the dashboard easier to view, format with alternating colors. Or simply make each appointment line be able to be "clicked" on and therefore highlighted.

    2 votes

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  11. Appointments side bar: Add diagnostic assessment and treatment plan dates

    Suggestion to post the diagnostic assessment and treatment plan dates in the side bar, the same area as the releases of information and notice of privacy practice dates. This way workers have a quick snapshot of crucial dates without having to flip to other modules..

    2 votes

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  12. More data regarding unkept appts

    We would like to be able to get more detailed data regarding reasons for unkept appts beyond just Client Canceled, Staff Canceled. At this point we can type in the Reason for status change textbox, but that's freeform text so there is no consistency and makes it difficult to tabulate the data to see any patterns, etc. It would be nice to have a user-defined picklist for this purpose.

    2 votes

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  13. Flag the last in person visit

    CMS is now requesting an in-person visit within certain time frames for those who are doing regular telehealth visits.

    Is there a way we can flag this time line in Procentive so we can make sure we are following the rules?

    9 votes

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  14. 55 minute appointments

    It would be very helpful if you added "55 minutes" to the drop-down options under Duration in Appointments (currently 45, 50 and 1 hour are options). Our sessions are usually 50 minutes or 55 minutes, not an hour, and there is a very important difference billing-wise between 50 and 55 minutes. This would be a very simple change on your end that would save us a lot of time with the repeated task of manually entering 55 minutes.

    2 votes

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  15. create a self-check in option?

    It would be nice for when clients arrive to an appointment to be able to check in from their phones to let the therapists know they have arrived for an appointment

    11 votes

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  16. Sync Location with Availability.

    When adding an appointment from the Staff Availability, have the appointment Location flow when the appointment is being created. Saves from human error and a click.

    2 votes

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  17. Confirmation email

    We would like the ability to have the option to send a confirmation email when a client is added to an appointment

    3 votes

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  18. waiting list

    Waiting List in Appts - sortable
    It would be great to be able to sort using the column headers in the waiting list to be able to more quickly find clients who've been on the waiting list the longest when an appointment becomes available.

    6 votes

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  19. Billing Status Default view

    Would love to be able to default the Color type to Billing status in the Appointment module/schedule for the agency.

    3 votes

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  20. Be able to compare more than 1 day for staff appointment calendar

    When comparing schedules between practitioners in order to schedule an appointment without conflicts, it only shows one day from each. It would be nice to compare weeks.

    8 votes

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