Procentive Feature Suggestions
344 results found
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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 -
client alert
Is it possible to set up an alert to pop up on certain clients before scheduling or when opening their chart?
Times this would be helpful:
-generally increase communication between staff on important information needed with specific clients
-billing could set an alert if they are waiting on client information, which would be seen by other staff anytime they are with the client/scheduling with the client the phone
-alerts to be cautious if there specific scenarios around guardianship for the client
-reminders if client frequently has technology challenges to take time with client on the phone to set up appointments…3 votes -
supervisor
Please create a setting we can turn on that Not bill a service line until both the clinician and supervisor have signed a document. We have audit ready turned on but that does not require both signatures, the supervisee can check audit ready and there is no stopping from it billing.
2 votes -
payer takebacks
Please make processing insurance payers takebacks more automated.
2 votes -
Billing Supervisor Commissions
We use billing supervisors and we pay them a small commission on their supervised clinicians net earnings.
Please turn on commission tracking for billing supervisors.2 votes -
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 -
New Report Request
A report similar to the 1080 but would take into account any takebacks or takeback credits for each individual staff.
1 vote -
The new Universal Service Standards require we document supervision.
In the Client module, Notes Tab, enter the following:
Type:
Clinical Supervision
Every 2 months, the licensed mental health professional completes case review of client when the client is receiving clinical services from a mental health practitioner or clinical trainee. Case review includes: (1) client's reason for seeking treatment, diagnoses and assessments, and treatment plan; (2) appropriateness, duration, and outcome of treatment; and (3) treatment recommendations.
It'd be great if there was a check box/dropdown of both the supervor and supervisee to avoid data entry.1 vote -
Organizing clinical documents
Organize clinical charting documents according to use. Not just alphabetically. Have the option to change the list of documents available to us according to how we use them in our own agency. Move items to top or bottom. Put new intake paperwork all together, move less used documents to the bottom or behind the scene for future use but not daily use, etc.
1 vote -
Hello, Is there anyway to not make clients chart/notes go inactive when the client is marked as inactive? If not I'd like to suggest that.
Hello,
Is there anyway to not make clients chart/notes go inactive when the client is marked as inactive?
If not I'd like to suggest that. It would be helpful for when I'm looking for notes, sending records, checking to see if they have been in before, etc. Because currently I'm having to go into clinical/charting and open each note and make it active and that's very time consuming especially with bigger charts. Or even having a button that you can click that would make all their notes active again would be helpful
Please advise
Thanks,
Kortney1 vote -
Use of this platform to vote on new ideas...?
I hope you are not using this platform to accept new ideas. As I look at all of the ideas posted and opportunities for others to vote on how important it is, there are MOST with 0 votes. I think all NEW ideas should come to Procentive only. You determine if you can do it. If you can do it, and you do not know if it would be well received by all of us then you put it to a vote with enough time and information for all of us to know what we are voting for, why, and…
3 votes -
collections report
The shading on the 1030 report is so helpful in making the report readable. Please don't eliminate it in the 1031 upgraded version!
2 votes -
bulk change location
When have added a new location and we would like to bulk change multiple client to a different location
1 vote -
bulk change staff
We would like to be able to bulk change a client's staff, when a staff leaves we want to assign multiple clients at one time to a new staff member
1 vote -
Invoice number permission
We would like to add a permission that could be added to a role, that would allow to change the invoice number and if a role didn't have that permission, a staff wouldn't be able to accidentally delete or alter that field.
This would help prevent human error or possible autofill issues, when billing.
3 votes -
Add Start and End Dates to Billing Supervision
If there could be a date to and from field so that the system would be able to decipher if the date of service is in that time frame then it would know whether or not to pull the supervisor. This would need to be in the payers>rate>staff, this would need to be updated as the provider becomes credentialed and any outstanding claims that need to be resubmitted or processed would go out with the correct supervisor or vice versa based on the date range. Currently there is too much manual processing happening where the supervisor needs to be added…
1 vote -
Client Module Search by Client ID with first and last names
In the Client Module, search works with an ID number and a first OR last name, but not all three. Using all three provides no search results. Consider changing the search field to allow this with complete results listed.
1 vote -
Clients module search allow commas
In the Clients Module, if I copy and paste a client's name with a comma in it (e.g. 'last, first'), no result is returned. Since Procentive reports regularly display with this format, it would be helpful to use the data as-is when searching for the client.
1 vote -
Add Clinical Charting Link to NewCrop
Please add the link to clinical charting back into the new medication module NewCrop. It was available when the medication module was Dr. First and was very helpful to flip back and forth from procentive clinical charting to the medication module.
3 votes -
Electronic Statements
Please adjust settings for clients that only want an estatement and not a paper copy. Currently, it's not true electronic statements, as the paper statements will still print for your clients. If you tell it to not print the statement for the client in the mail tab of the client's account, then it won't send it to the client's portal either.
6 votes
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