Insights

I want to find what payer receivables as of a past date.

I want to download Insights reports in a spreadsheet that's already formatted so I don't have to format the spreadsheet for viewing each time.

I want to run a report that includes information on a patient's alternate contacts.

For the insight report titled "Average Soap Completion Time", add a date filter so that I can make sure my therapists are improving over time.

Allow me to run a report that will display the rejection reason for claims so that we can quickly view the rejection reason(s) for all the claims.

Allow me to run an insight report that will show the meetings at our clinic and the users that attended each meeting.

Allow me to track and report on cancellations by appointment blocks. For example, if I have 200 appointments booked in a month and 100 cancellations, but 50 of those cancellations are filled with new appointments, then I only have 50 cancellation...

I want to report on appointments with multiple patients without minutes (etc) being duplicated for each patient in the visit so I can get accurate totals.

Allow me to run a report that will show all the invoices for patients and each payment made to each invoice, so I can reconcile it with other accounting software I use.

When viewing the charts on my dashboard in Insights, allow me to re-arrange them so I can have the ones I use the most at the top.