Insights

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.

Include the original reference number on the claims report. I have to record this information for a particular insurance and it would be easier if I could run a report that would show these numbers.

Allow me to run a report that lists all the claim submissions for a given time period and which user submitted the claims.

I want to include information about physicians in reports based on the Appointments source in Insights.

I want to filter reports based on the Billing Codes insight by billing code.

Allow me to include the group number when running the Patients insight report.

For reports that allow you to type in a patient name, allow me to type the patient’ full name. Sometimes we have patients that share the same first name or last name, so we are unable to use the filter to only view one patient.

I want a report that calculates the average total payment amount per visit, including payments from payers, co-payments, and account payments.

Allow me to run the account receivables report and have it broken down by therapist.

I want to find a saved or default (global) report by searching for the report's name.