28 results found

1. Excel Exports are not very functional when totals or counts are involved

   Could the export to excel be formatted differently to make the data more accessible/functional? When reports are exported to excel and have totals it makes the report difficult to use in excel because the data in the totals column contains text.This makes the data really difficult to use. All cells must be manually changed to delete out the text, or the formula needs to be re-entered, which is not always possible depending on the way the report was formatted/filtered.

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2. therapist -notes missing signatures

   When looking at reports, Therapist Notes missing signatures, is it possible to include in the right click options to Open Case? Only can open note. I am having to open the case to see if a duplicate or not, and if it needs deleting instead of signature.

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3. Posting: Credit Card Transactions

   On the "posting - Credit Card Transactions" report there is no option to view the total $$ from the transactions listed. Other reports have a "sum" option for the bottom of the report and it would be nice to have one for this report as well

   5 votes

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4. Executive: Script Utilization Report Needs Script End

   Could the Script End Date be added to the Executive: Script Utilization Report. This report has a lot of useful info on it, but we then have to look for the script end date elsewhere.

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5. Locate

   In the Locate Money by Identifier report it would be helpful to have the Column 'Applied' to show how much of a payment is applied after the result appears; instead of having to go over to the Invoice Posting screen to find out.

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6. Binder Number on Reports

   It would be really helpful to add the Binder number to a variety of reports - specifically the Base Patient List and the Base Visits List, but would be helpful on others as well.

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7. Executive: Script Utilization Report also available in Tabular format

   This report has great information, but it is static, could we please have this report also available in tabular format so we can sort by the various categories? It would also be really helpful to be able to sort or filter by compliance with the plan of care. Eg. If a patient's plan of care is 2x16, and they have 2 visits in one week, 1 visit in the next week, and 0 visits in the week after, could we have the functionality to sort by patients with less visits than the plan of care in a specific week?

   We would sort the report by patients with non-compliant visits compared to plan of care in the next week and have the front desk work on determining if there is a reason for them to not be scheduled, and if not, they would reach out to them to schedule for next week and any future weeks that need to be scheduled, then we would move on to the week 2 column and sort by the same criteria and handle the scheduling. We would do this function weekly to ensure we are getting the clients in for as many of their prescribed visits.

   Making this information easier to use and filter will help us better schedule our patients and ensure we are not missing out on as many visits each week. This along can contribute to thousands of dollars saved and has positive impacts in so many areas including filling the schedules more with existing patients, ensuring the patients are getting the full care they need in a timely manner, and reduce the time and energy spent on the extra marketing and handling so many more referrals and evals to fill those existing holes. It will help our office be much more efficient with the patients we have and help us to not rob from the future by not managing patient plans of care and having to extend the patients case over a longer period of time, which displaces future patients.

   It would also be really helpful to have a "Scheduling Note" available in various sections of the case and Therapist Charge screen so that everyone scheduling can be on the same page. This note would be very helpful in this report as well so we don't have to dig around in the case to determine what the status is.

   We would also like the functionality to access the client case from this screen and if we could link to the schedule that would be helpful. The wait list would also be really helpful to access from here.

   Thank you. This would be a significant improvement for our front desk, patients, PTs, and Management.

   This report has great information, but it is static, could we please have this report also available in tabular format so we can sort by the various categories? It would also be really helpful to be able to sort or filter by compliance with the plan of care. Eg. If a patient's plan of care is 2x16, and they have 2 visits in one week, 1 visit in the next week, and 0 visits in the week after, could we have the functionality to sort by patients with less visits than the plan of care in a specific week?

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8. Base Posted Money - Select Holding Company

   The base posted money report drop down option is set to Holding Company and only the first 30 characters of the holding company name are shown. We have 19 locations all with the same first 45 characters in their name with different ending names.

   We can't see which company is being selected form the list.

   If the option could instead be Clinic Name, we have shortened those to see the end name of the company.

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