Insights

Let me run the Account Receivables report by posting date.

Let me include more patient information on the Appointments report.

Allow me to run a report that will show the notes added to billing accounts.

When running the claim notes insight report, allow me to see the name of the user who created the note.

Allow me to run a report that will include the Payer ID and the date of the patient's next appointment. For our Medicaid clients, we check daily to make sure their Medicaid is active and it would be nice to have this information in one report.

I need to be able to run reports and have the information separated by service type. I need to separate OT, PT, and ST in almost all of the reports I run. Currently, I am unable to do so. Please add service type as a field that can be added to eac...

Allow me to run a report to view the number of patients referred by each referrer broken down by service type.

Allow me to run a report that will include all charges and payments filtered by tax ID number.

Add a location filter to the users insight report so that I can report on attendance for each therapist by location.

Allow me to filter the charges insight report by payer so that I don't have to download it to Excel.