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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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Admin/Billing/Reporting

Showing 117

A way to track and report on the Frequency and Duration per the Referring MD POC

I can't find a report that would give me the Plan of Care Freqency for our PTs. For example, if a PT had 20 evaluations this month, I would like to know if the freqency they chose in the plan of care is twice a week or three times a week. Can you ...
over 1 year ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

When updating a Contacts Company the address in the contact will auto update to the New company address

Currently when you update an existing contact and choose a new company the address on the contact does not update to the new address.
almost 2 years ago in Admin/Billing/Reporting / Manage Referrers 0 Future Consideration

Add Functional Outcome Measures to reports

Could I please request that this information is added to the Case Information Report? Functional Outcome Measure Name, Functional Outcome Score, Date of Visit/Capture. Or the Appt research report, I'm not sure what would be best for it to appear. ...
almost 2 years ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

Report with Payments for date range broke into CPT code level with minimum Columns: CPT code, Paid Amt, Treating Therapist, and Payer

I would like to put in the suggestion to add the necessary data fields to a report to allow for: 1) Being able to see how much of the collections during a given time period is attributable to each treating therapist. 2) Being able to sort payments...
about 2 years ago in Admin/Billing/Reporting / New Report 0 Future Consideration

Documentation Revision Report- Add Field- Original Signature Date and Time

Has Time IN, Signed. Reason Signed By Original Signature Date and Time 3/23/22 Revision Dates- for Medicare Audit
about 2 years ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

The ability to edit payment method not be restricted to three months.

I am trying to fix payments that were posted prior to [date] but not sure how to see the older ones. Unable to correct in the Correct payment screen either. Please advise
over 2 years ago in Admin/Billing/Reporting / Billing 0 Future Consideration

Add Appointment type to Claims tab Columns

Is it possible to add the Type (Standard Visit/Telehealth) field from the Patient Tab to the claims search window? Currently we have to open each claim in our billable search to see if it is standard or telehealth in order to see if a modifer is r...
over 2 years ago in Admin/Billing/Reporting / Claims 0 Future Consideration

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
over 2 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...
over 2 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!
over 2 years ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration