Insights

Allow me to run a report that will show documents that include attachments.

Allow me to add a date filter to the patient drop-off report so that I can narrow down the appointments from just this week that don't have a follow-up.

Allow me to run an aging report based on when the charges were finalized to the patient's billing account, not the date of service. Sometimes the charges aren't finalized until well after the date of service.

When running an insight report, allow me to calculate totals for pieces of information so that I don't have to download it to Excel.

I want balances for non-finalized claims added to the Appointments & Claims report.

When running the Patients insight report and sorting by birthdate, sort the birthdates by month because we like to send a card during their birth month.

I want to see the claim ID in the Adjudications report.

When selecting fields for a report, I want to quickly get to a certain field category.

In Insights, have an option to filter claims based on remit date in the custom claims report.

Allow me to run a report that will show the total account balance of only patients that are private pay.