Clinicient Ideas Portal


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This portal is to capture your great ideas and improvements to the Insight platform.
No PHI should be included and application issues should be still be reported to Clinicient Support.

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My ideas: Admin/Billing/Reporting

Showing 128 of 490

InsightGO: Contacts/Referrers are alphabetical by last name but not first. Meaning Jones, Sherri is before Jones, David when scrolling

Contacts may be alpha by last name but not first name
almost 3 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

AR History by Payer V2 Does not Run like AR 1- You can't actually capture any data the way it is needed because of how the data exports.

Currently V1 of the AR History by Payer-Financial Report shows the Payer Categories (as it should). For V2 of the report, it added a drop down for selecting which clinic, but the report does not show the same payer categories like V1. Can this ple...
almost 3 years ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

Add Staff ID to Edit Staff Home Page

Can you please add the Staff ID for to the edit staff page? This needs to be added everytime a staff member is added to KEET for integration and it is very inconvenient to have to go to browse staff to locate. Thank you!
about 3 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

Appointments at risk

The reports default to blank "Clinic" this client only has one location, why does it not default to that one clinic, they are having to select Clinic for this report
about 3 years ago in Admin/Billing/Reporting / Reporting 0 Future Consideration

A report like Copay collection only for Self Pay patients who pay at time of service

Looking for a report that will show Co-pay and pay time of service (self-pay) For a specific date range. Something similar to the Co-pay Collection report.
about 3 years ago in Admin/Billing/Reporting / New Report 0 Future Consideration

Patient Overpaid/Credit due report should have a dynamic link to the patients account

Currently, when you run the Patient Overpaid/Credit due report, you have to manually go to the Account F7 and bring up the patient. Many reports such as the AR reports have a dynamic link to the patient's account when you click on their name. This...
about 3 years ago in Admin/Billing/Reporting / Reporting 0 Future Consideration

The Charges Detail report needs to include a visit count that ties to the period

When you run the Period close (Run>Period Close) and click the Details icon, the Charges report needs a visit count that ties to the period
about 3 years ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

In/Out Time on Billing Summary by Date Signed - Treating Therapist Report

Request to add Out Time to Billing Summary by Date Signed - Treating Therapist Report. This report includes In Time, but not Out and some payers are now requesting in/out times. Additional request to have In/Out time included in printed documentat...
over 3 years ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

Therapist productivity reports

We have several appointment types, specific to us (all of their Default Statuses are set to "Tune-Up" in our Clinical Settings. These types of appts (BFR Appointment, Cupping Appointment, Sports Performance Appointment, Trigger Point Dry Needling ...
over 3 years ago in Admin/Billing/Reporting / Reporting 0 Future Consideration

Other Adj Detail for Period v2 report

Could the Other Adj Detail for Period v2 report be added as a non-period report as well with the ability to run by date range vs Period? We routinely have a need to report out on Other Adjustments and the Other Adjustments report under Claims Rese...
over 3 years ago in Admin/Billing/Reporting / Reporting 0 Future Consideration