Reporting

The Daily billing report has a column already for "payer" but this only reflects the name of the entity that paid the claim once paid. It would be helpful to also have another column such as "Primary Payer" so that I can view/sort who is expected ...

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.

When using Report / Billing Tools that all for searching and filtering entries, the select "All" option selects all available options rather than just those that are displayed. For example, when filtering 97153 (ABT) entries in the Detailed Servic...

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...

More customization would be great regarding what constitutes a late cancel. Also, if choosing late cancel or no show for cancellation reason, it still shows up on the payroll report. Which means if they have a sub session or reroute, both the sub ...

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...

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.