Insights

I want to be able to include the co-payment method on Appointments & Claims reports.

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.

Report on reimbursement or payment per therapist or session

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

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.

I want to see more fields at once in the "Select Fields" section when creating a report or changing a report's fields.