Procentive Feature Suggestions
344 results found
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Generate info to the Clinical Summary
The Clinical Summary in the Diagnostic Assessments does not generate a summary: Gather the information written in the various psychosocial history fields even though it displays the dropdown menu option to do so. In order to create a summary, it is necessary to copy and paste from each field i.e. education history, family history etc., onto a blank word document then copy and paste the summary back onto the DA document...
3 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 -
Commission Report
We would like the Commission Report to include employee numbers so we can upload the spreadsheet right into our payroll system.
1 vote -
Credit Card use
I WISH WISH WISH Procentive could create a report you could run or create a pop up message that would appear, that Procentive would know that you just posted an insurance payment to a clients DOS (like we post through the ERA module) and the system see's that there is a CC on file - it would alert us right away so that we could run the cc for the client responsibility.
Also, I WISH WISH WISH Procentive would see a time-add and could see that there was a $ ($30) amount in the "copay" field and it would signal…
2 votes -
Delete multiple service lines
I really would like to have the ability restored to select multiple service lines to delete. When my clinicians erroneously enter a group twice, I have to delete the duplicate service lines one by one. It's beyond frustrating and not intuitive in the least.
Additionally, I'd like to see the delete button functionality in the group time add screen restored as well.
1 vote -
Ticket Templates
It would be great if you could program in templates for tickets - a lot of the tickets that our admin/billing staff send are repetitive. It would be a huge time saver just pick from a list of common ones/fill in the blanks instead of typing them out every time.
6 votes -
Client Portal Cue
It would be nice to have one location where we can see all users using the client portal. We have to go through each of our clients (100's) to see who has access, accessed, and pending. It would be nice on the admin end to have a location to see all of the clients associated with the portal instead of remembering each number, guardian, or representative who has received an invite.
3 votes -
Input Remit Files into Procentive
Please add the ability to import a remit file from an external source to add outside payments to Procentive that would come from a Payment option on a facility's website. This would be instead of having to log into the client portal, a simpler option to "Pay Now" that would take you to an external payer site to pay on an account.
3 votes -
UX For Creating A Ticket Improvement
Clicking "Help" or a ? button is not very intuitive, and a lot of new providers have a hard time making a ticket because that doesn't make sense.
1 vote -
Incomplete documents tab
With previous ehr, one thing that I heavily relied on is a tab they had called “incomplete”. If I were to start a service and not sign the service it would go into he incomplete documents tab. Now, using procentive, if I start a document and not finish it, I have to rely solely on my memory to remember what I started and where its located.
3 votes -
client detail view
It would be helpful to have all client email addresses listed on the client detail view, just like all phone numbers are listed.
6 votes -
Ability to send multiple appointment reminders
We have two parents each getting services (but separately) with their child so we don't really have a good option to send each of their appt reminders.
8 votes -
Report 5300
Create the ability to export this to Excel
1 vote -
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 -
Inactivate a Residential calendar
Please allow for the ability to inactivate/delete a Residential calendar that could be set up by mistake (duplicate).
2 votes -
Appointment Log Details
Within the "log" portion of the appointments tab, under the "details" section, it only indicates 2 details, "Appointment created" and "Appointment modified." We are wondering if it is possible to have the detail more specific in that when we mark that the client has arrived in the appointment, we want to log to reflect that specific detail. Instead of it just stating "Appointment Modified" we would like it to state "Client has arrived"
Thank you!7 votes -
Kiosk
Requesting to have the option of kiosking forms to either the client portal or directly to an email address. Right now you have to choose one or the other for your entire agency.
It would be nice for situations where 2 parents are both completing the same forms for their child (client representative option gets too confusing/complicated), or if someone is having technical difficulties with registering/signing in to the portal, it would be great to be able to send via email as a last resort.
8 votes -
Ticketing Time Stamp
When you create a ticket and save it, then it has the date created. When you add a new comment, there is a date and time associated with each new comment on that ticket. It would be great if you could not only see the date the ticket was originally created, but also the time.
3 votes
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