Insights

Don't require Time field when filtering on a date/time in new Insights. Assume the entire day with the time is blank.

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.

Allow me to run an insight report that will display provider level adjustment information such as the payer, the amount, the date, and the remit number.

Allow me to include the patient's next assessment date when running the authorizations insight report so that I can make sure the authorization covers the next assessment.

Allow me to download the Transactions insight in a QBO format as that's the only format my version of QuickBooks will accept.

When creating a claims insight report, allow me to run the report to include multiple claim statuses. Right now I can only pick one.

When running an insight report, allow me to compare the data to another timeframe for the same report. For example, I may want to compare appointment totals from this week to last week.

I want to report on a user's duration in appointments based on the difference between the Time In and Time Out fields on the documents.