Reporting

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

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 Copa...

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.

PLEASE update the supervision report to include percentage of supervised direct appointments in a given period for each client. We don't need percentage of the overlapping appointment supervised, rather we need percentage in any given period. Curr...

Please add Submission date column in Daily Billing Report

Non-Client, non insurance billable events are not passing to payroll report unless you select "all" as the appointment status and then filter by the non-client service types. These events are not marked as exempt from payroll and are set to use th...

Cancellation notes included with detailed attendance report would be great! I'm having to export the cancellation report and detailed report, and match up the cancellations with the detailed report in order to have all of the information together.

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

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

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.