My Clients Plus
30 results found
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Include DOS on client by ins report
Include last DOS on client by insurance company report so we can identify most current clients ... even better include last DOS and make it so we can sort the columns by DOS date
2 votes -
2 votes
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Have a graph of how many sessions I have per month for comparison with a previous year.
For the purpose of planning vacations or CEUs it would be great to look at previous years sessions per month.
3 votes -
Download Practice Facts & Statistics report
I would like to be able to download a CSV file of the data from the Practice Facts & Statistics report.
9 votes -
Error in adding new client
I cannot add a new client today. I get an error message that prompts me to report it. Please advise.
1 vote -
Stats to Add- number of clients moved to inactive
Please add the statistic to practice stats page that describes the amount of clients changed to inactive within a certain time period. This information is significant to businesses that are trying to analyze their success.
6 votes -
Ability to sort Authorized Insurance Sessions Report
Would like to be able to sort the Authorized Insurance Sessions report by expiration date of the expiration, so that authorizations with sessions left that are nearing their expiration date don't fall through the cracks.
2 votes -
Practice Facts and Statistics by location
My practice has multiple locations and I would like to be able to look at the statistics separately
7 votes -
Session Tracking for secondary insurances
We would like to be able to track authorized sessions for secondary insurance. We know we can track authorized sessions for primary insurance, but secondary would be very helpful.
4 votes -
Sorting Option for Print Client Statements
It would be helpful to be able to designate the print order for the "Print Client Statements" report, to sort by LName, FName, or balance due, rather than by Account Number, which is currently the default, and the only way to print the report.
0 votes
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