Insights

Allow me to filter the authorizations insight report so that I can view all the authorizations with a certain number of visits remaining.

When running the Contacts insight report, allow me to include information for active patients only.

Add a column for net adjustments on the adjustments insight report.

When running the appointments insight report, allow me to filter the data by appointment preset.

When running the appointments report, allow me to group the data by appointment preset so I can see how many types of appointments were scheduled within a time period.

Allow me to move a pre-built report to the My Clinic section. I mainly work out of my clinic's reports.

When running the Demographic Report insight show the diagnosis code for all patients, even if they are discharged. Right now if I include to run the report for all patients, the diagnosis codes aren't being displayed if the patient has been discha...

Allow me to run a report that shows the number of claims requiring resubmission.

When creating a report based off of the patients insight report, allow me to apply a patient filters so I can view information for just a single patient.

If I create a custom insight report, allow me to lock it so others can only view it and not make changes.