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Ability to see who created appointment and when
It would be great to be able to see when an appointment was created and by whom
Appointment History report should show every appointment and their status (no show, cancel, complete
This is the only place that you can double check the appointments a patient has had, if it doesn't show that the patient cancelled/rescheduled/noshowed and appt, it ...
More detailed Insurance Aging report
Would like to see an aging report that shows all details for the DOS/Claims involved. File date(s), payments, adjustments, etc.
Run Reports: More Filters & Accurate Reports For Status Types
When running a completed report, would like to see all seen patients and a way to see all active appointments. Would be nice to have more customized filters.
Report of employee logins, IP or time restrictions
Allow a report of run a log of day/time of employee login for audit. Also would be nice to add IP or hour restrictions of when an employee can login to the system
Report sorted for "Referred by" method to track referrals.
The capability to view a report of referral methods and thereby track how we receive most of our patients to determine appropriate marketing.
Unbilled visits listing shouldn't included cancelled appts
When you run an unbilled visits listing, it is including cancelled visits, no show visits, out of office visits and it shouldn't.
Allow immediate access to billing reports greater than 60 days
It would be great if you would change billing reports back to being able to access them immediately instead of having to wait up to 24 hours. I appreciate being able ...
The patient list of insurances should include their insurance ID on the report
The generated list of different insurances should include their insurance ID
Insurance Denials Report
Report Insurance denials by reason/date. Goal is to have 0 denials for timely filing- reviewing at our monthly business meeting- but I can't even run a report that ...
Insurance Remark Code Report
Ability to run a report by remark codes from the 835 files. ie CO-197
Incomplete Notes Report - Need a MUCH better way than looking day to day on the schedule
We need a better way of tracking this please.
Ability to determine whether balance is primary or secondary insurance balance on billing reports
Ability to determine whether balance is primary or secondary insurance balance on billing reports. Especially on Account Activity Summary report.
Patient Balance List
Should be a feature where you can bring up the entire patient list with balance included.
Email Statements Report and Opt In/Opt out button option
LOVE the new email statement service. However, would like to see a button selection to give the option of either opting in or out of statements for patients who do ...
Report sorted by "Cases/Case Type"
Our office is in need of a report that we can pull by the "Cases/Case Type" so that we can ensure proper tracking of all "General Complaint" cases which are utilized ...
List all patients who do not have a future appointment scheduled
I would like to be able to see everyone who does not have an appointment scheduled, along with the date they were last seen in our office.
Update to Patient Insurance Report- See Termed insurance too
Would like the report to be able to generate the list even if the insurance type has termed out
biller's report- ability to see unbilled visits
Add an unbilled visit button to the biller's report.
Billing Adjustment Report to include insurance adjustments
Adjustment Reason added to include Denied for no pre-authorization
Payment Summary Report- Edit by form of payment
It would be helpful if you could filter by the form of payment made.
Add Email Column to Patient Report
There is an email column when you pull the entire patient list, but if we are running reports for the week, this column isn't on the report. This would be an easy ...
Adding statistics to the report section which would include the following:
Total services that would include extra charges and all daily payments. Average charges per patient. Average Collections per patient. Total number of visits - daily, ...
Print out Insurance List & Plans
Print out Insurances and Insurance Plans from CF. It would be a much easier way of keeping track of them and catching any typos.
UAC IN PATIENT AGING REPORT show on same line, not different section
It would be nice if when printing out the patient aging report, there would be a column next to the aging days for unapplied credits instead of unapplied credits ...
Ability to filter by online payments on payment reports in billing
Make online a user so we can see only payments made for that time frame.
Time Stamp on Patients when moved from "SCP" or "SNP" to a therapy room.
Time stamp when a patient is checked in and then put into a therapy room for purpose of the Dr knowing how long the patient has been waiting and what time the patient ...
Report to show last appointment with contact information
I need a list of patients (a specific patient's name listed only ONCE) which will show the last time each one of them was last here. With contact information.
make new headings in insurance aging: 180 days and 365 days
Put a new heading of 365 days in the insurance aging so we can know to get those off the books.
Put a new heading of 180 days in insurance aging so we can see what ...
Interactive Incomplete Notes report
Ability to load list of incomplete notes for checked out visits. Then being able to click on the visit, do the note, and go back to the list instead of having to ...
Patient List reports- ability to filter by doctor
Should be able to seperate patient list by doctor
Run Report show who provider is for each visit listed
Add a column for the provider for each visit
Email to show on scheduling reports
Would like the email to show on the scheduling reports, specifically the inactive patient list.
Inactive patient report/all patient reports to include email
Recall reports need to include the email and mailing address. It does not good to look up inactive patients and create a report that doesn't include all the ways to ...
visit list- able to export to Excel
Be able to export to excel
Authorizations report
On the Dashboard is the expiring authorizations, which is very helpful. It would be nice to be able to search all patients with authorizations. To be able to run a ...
Supplement Inventory- Able to see cost vs profit
Is there a way to add into the current utilities - supplement area - a box for "our cost" of the supplement. We are looking to run a report with all our current ...
Differentiation Report- see allowed amts paid, copays, ect.
I want to be able to run a report that shows all claims with a differential of allowed vs paid amount- with ability to screen out co-pays. This is to allow better ...
Report Request- Patient's who have not returned
We need a report that shows patients who have not returned in 3 months/6months etc or something to better track patients who cancel/no show and who do NOT reschedule. ...
Visit List Date Range- No Limit
Visit List Report to include ALL patient's visits no matter status (billed or not, cancelled, etc...)
Report of insurance not active
In our office we end date insurance monthly, At the first of each month we make sure its still active and end date for each current month. Mid year we text and call ...
Report by last completed visit date
Be able to run a report by last completed visit date.
Biller's Report- When generating more than 30 days, show details of visit
When you generate the Biller's Report for more than 30 days, the report tracking report does not show the details of the visit (ICD codes, CPT codes, modifiers). I ...
Payment Summary Report- Have the insurance payments separated into 2 columns
Would like to have a separate column for credit card insurance payments so we can match it with our merchant reports
Patient Retention Rate Report
I would like to be able to generate a report regarding patient visit average over a customized time frame. I would like the ability to customize the report further ...
Filter Insurance Company by Plan
Filtering all patients by specific insurance companies AND by plan/pre-fix- even if the insurance has expired.
Authorizations Expiring Report Export Data
Having the authorization expiring report on dashboard is great, but there needs to be a way to export the data automatically.
Add email to New Patient List under Report Run
We need to download and upload new patient emails into our constant contact system. It would be amazing to have this report be able to run. THank you!