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  1. Daily Billing Report - Submission date

    Please add Submission date column in Daily Billing Report

    3 votes

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  2. cancelation report

    I would love a feature that breaks the cancelation report down by staff cancelations and by client cancelations, please.

    8 votes

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  3. Detailed Appointment Report: Including Non-Client Events

    Detailed Appointment Report: Including Non-Client Events so we can find these events. Useful for tracking and reporting on Meetings, Non-Billable events, Admin Time, Indirect Time that is not covered by insurance.

    7 votes

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  4. Build Custom Reports

    Custom Reports. We should be able to build custom reports based on our data in the system.

    1 vote

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  5. We would like to have a Report that says it all

    We would like to have a Report which has all the Information with Client's Name, DOB, Insurance Id, DOS, Claim Billed Date, Billed Amount, Contractual Allowed, Primary Insurance Paid, Secondary Insurance Paid, Patient's Responsibility such as Copay, Co insurance or Deductible, Outstanding, Units Scheduled, Units Billed, Billing Status ( Pending, Billed, Received, Partial Payment, Overpaid, Denied etc ) Notes, AR Aging days

    14 votes

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  6. Open Cases

    Can you add a field within the "open cases" report that will allow the filter of "next appointment scheduled". This would be a nice way to check for clients that may require a discharge summary.

    1 vote

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  7. Location Added to Canceled Visit Report

    It would be helpful for location to be added as a column for the canceled visit report.

    1 vote

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  8. Staff Report should be report at the Staff level

    The current Staff Report breaks down the hours by the rendering provider not the actual Staff that provided the services. This report should be at the staff level

    2 votes

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