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Procentive Feature Suggestions

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344 results found

  1. Add a drop down under the Note in the Client Module indicating whether or not contact was made.

    We would like to track whether or not contact was made with the client. We would like a drop down under the note indicating "contact" or "no contact". Then we would like this information added to Report 3680.

    4 votes

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  2. Auto clear extra info tab

    On the extra info tab in the time add window, it would be nice to automatically clear all the information in the extra info tab after a voided claim has been sent. That way this information doesn't go out on a new claim. Even better would be if there could be a time stamp on this window of when something was sent with replacement or voided claim info and what claim number was used.

    3 votes

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  3. Need ability to cancel resource reservations

    Can Procentive improve the capability for canceling Resource reservations (at present our only option is to have them deleted and most staff do not have Delete capability).

    3 votes

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  4. Link Contacts to Payers

    Currently we have the ability to associate a Contact with a Payer, but there is no actual connection between the Contact and the Payers Module - this would be a nice feature.

    4 votes

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  5. Editing time Adds

    When editing a Time Add, it would be easier if I did not have to re-enter the code every time.

    2 votes

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  6. Program Code - Need Number Column on Reports

    We are in need of the program code to pull both the Number Column and the Name column on reports where you can have the program code pull. Financial folks use the numbers and clinical folks use the name, so important that we have them both show, so we can all speak apples to apples.

    3 votes

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    0 comments  ·  Accounting  ·  Admin →
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  7. Prevent mirroring of video during video session appointments

    Prevent video display from being mirrored during telehealth video sessions. Currently the image is reversed, which can be very distracting for participants.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Messaging show all Names when Replying All

    I wish when we would do a reply all, that it would show all the names!

    3 votes

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  9. copy appointment

    Make it more clear when using the Copy button in the appointment that the appointment you are working on it the copy. Right now, a new appointment doesnt pop up, it is hard to know if you are working on the copy.

    3 votes

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  10. searching for closed ticket

    It would be great if closed tickets could be searched for by words in the subject line. If I know I did something with the help of Procentive, but it was months ago, and I don't remember how, I would like to search for it. The only available search options are not useful.

    2 votes

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  11. reply all

    It would be wonderful to have a "reply all" option. If I send a message to several people, and one responds, that one needs to add the other addressees to the reply so everyone sees the response.

    3 votes

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  12. Restricting Diagnosis Codes that Appear in Time Add

    Using the pre-select feature to limit the diagnosis codes pre-selected when adding service lines is helpful, but restricting what diagnosis codes even show up as options would eliminate even more room for error. Essentially, it'd be great to have the diagnosis codes listed as options at the service line level restricted to only those diagnosis codes associated with that program on the Diagnosis tab.

    2 votes

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  13. Discharge Selection

    In the program groups tab under dates we would like the comment section to be a drop down of specific discharge statuses.

    3 votes

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  14. Display correct user on Client Dashboard fax log.

    Display correct user on Client Dashboard fax log. Currently it shows as "superuser".

    3 votes

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  15. ticket

    Oftentimes therapists link a ticket to a specific appointment.

    Could you set up blue links so we can go directly to the client module or dashboard from a ticket linked to a specific appointment?

    3 votes

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  16. MHIS

    Is it possible to set up the Mental Health Information System (MHIS) form for single upload as well as batch upload? We are a small organization and single upload would be great. Right now we have to re-type the information in MN-ITS, but if it linked directly to Procentive, that would save a lot of time. Thank you for considering this.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. Ticket Window

    Is there a way that when you create a ticket or save a ticket that the ticket will close so you know that it has been saved? Often times I copy what I have entered in the ticket so I have it, click the "X" to close it, then go back into the tickets to see if it is there and if my comment has saved. Thank you!

    3 votes

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  18. Change Service Line Process

    This idea is for both Clinical/Charting and Time. The charting should be done before the billing and the adding of service lines should be allowed by the biller even if the document is locked. Also you should make the adding of the service line to the charting less complicated by allowing once the service line is created to be able to attach the service line to already existing notes instead of having it add new notes as an options.

    3 votes

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  19. Client Module> Referent

    In the client module> contacts tab can the referral check box be defaulted to yes instead of no? It causes inaccuracies when running report 3540 at the end of the year to see who our are top referrals are. We usually only use this tab for this purpose and this button can be easily missed by our admission team.

    1 vote

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    0 comments  ·  User Preferences  ·  Admin →
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  20. Credit Card Processing Charge Shown

    Would it be possible for those customers that use CC processing through Procentive's partners to show the Credit Card processing payment or percentage taken out?

    Currently, we have customers that are trying to reconcile the payments / accounting module with their bank accounts or systems, such as Quickbooks. Recently, we had a customer figure out that a large part of the discrepancy was that we showed the full client payment but their bank account only showed the payment minus the 1.5% transaction fee that the Credit Card Processing company takes out.

    2 votes

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