Jana
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4 votesJana
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6 votesJana
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1 voteJana
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1 voteJana
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4 votesJana
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6 votes
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7 votesJana
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4 votesJana
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commented
Alissa, do you have the "changes" link within the staff profile? That does provide what you listed, but maybe you are looking for more specific details.
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1 vote0 comments · Procentive Feature Suggestions » Communication (Faxing, Messaging, Ticketing) · Admin →Jana
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5 votes0 comments · Procentive Feature Suggestions » Communication (Faxing, Messaging, Ticketing) · Admin →Jana
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11 votes
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commented
I would expand on this to request the ability for clients to check in and also answer a few questions such as - any changes with your insurance, address, phone, etc.
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4 votes
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commented
If your providers are also set up to get appointment change alerts, they will be notified as soon as an appointment of theirs is marked cancel. When we add new staff, the default for appointment alerts is to their email, but this can be changed to text notifications.
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26 votesJana
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3 votes
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commented
I would also like to request This Week and This Year as additional timeframes.
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2 votesJana
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2 votesJana
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2 votesJana
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3 votes
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3 votes
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commented
Have you looked at report 2095? That may be helpful for you.
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2 votes0 comments · Procentive Feature Suggestions » Communication (Faxing, Messaging, Ticketing) · Admin →
My additional comment is to also make the statement report(s) intuitive so they exclude clients who receive their statement via portal (when we need to run paper statements for clients who are not registered for portal).