Insights

Allow me to run a report that will include all of the reminders from the Task Manager on the Schedule tab (i.e. Documentation, Rx Expiration, Authorizations, etc.).

I want an "Appt. Date" field with the description of "Date of service (on the appointment)" added as an option for the Charges report in new Insights.

Allow me to run a report that will show documents that include attachments.

I want to filter reports based on the Appointments insight by payer.

Let me report on payment processing transactions by the type of credit card used.

Let me include information about the patient's payers on therapy details reports.

I want to create a report that shows month-to-date and year-to-date data at the same time.

Allow me to include a column for the authorization number in the Charges insight report because we have to submit our billing using a spreadsheet and right now we have to combine multiple reports.

When running the appointments insight report, allow me to filter the data by appointment type so that I can pull up all the initial evals without having to download and sort it in Excel.

Allow me to run a report to break down the claims by location.