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Clinicient Ideas Portal


Welcome!

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 128

When staff member deactivated, clear all future availability

No description provided
9 months ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

Remove old cases/$0 balance lines on statements

When a statement is generated for a current balance, there should not be old line items dropping when they are completed, zeroed out. I recently had a patient contact me because she receive a statement for her 2022 charges, but the statement had l...
almost 2 years ago in Admin/Billing/Reporting / Statements 1 Future Consideration

In Billing, add the patient DOB on every screen

As you are calling an insurance company, we could be on the case or on the claim editor or the account - would be nice if the patient DOB was on each of these screens so you don't have to go to 3 diff screens to get the info you need to call an in...
about 1 year ago in Admin/Billing/Reporting / Billing 0 Future Consideration

Date and time stamps added for all account, claim or task notes created

No description provided
over 1 year ago in Admin/Billing/Reporting / Admin 0 Future Consideration

Posting Efficiencies when posting large Remits

When posting a payment....if you clear a claim on a remit and then hit Save&Close, it doesn't hold where you were on the remit, so you have to scroll to where you were again. To help w/ these large remits, it would be nice if you could: 1. ...
over 1 year ago in Admin/Billing/Reporting / Billing Workflows 0 Future Consideration

Saving Columns when Moved

When working on charges or any other tab within Insight Billing, you are allowed to move and sort columns anyway you'd like, but they don't stay that way once you've moved to a different tab or logged out. For example, the type of insurance a pati...
almost 2 years ago in Admin/Billing/Reporting / Billing Settings 0 Future Consideration

Analytics Report time stamp with am/pm or military time

When running report on documentation finalization noted the day/time stamp is available however unknown if am/pm. This is important data need to check if documentation is being done in timely manner based on specific expectations. Per our billing ...
8 months ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

Correct Expected Reimbursement Rates within Reporting

The Expected Reimbursement values within the Payment Detail by Appointment v3 and Claim Transaction Detail reports are not representing the correct rates. Currently, the values pull based off what the expected reimbursement was calculated at the t...
4 months ago in Admin/Billing/Reporting / Edit an Existing Report 0 Future Consideration

Clinicient ID on receipts

Would love to have the patient's Clinicient ID print on their receipts. Very useful for quick cross-referencing and record keeping.
almost 2 years ago in Admin/Billing/Reporting / Statements 0 Future Consideration

saving charts to desktop

Working front desk, I get many requests for chart notes from WC or insurance companies. We need to be able to open a chart and save the entire chart on the desktop. Printing out six weeks of notes separately is a waste of paper and time. We work w...
almost 2 years ago in Admin/Billing/Reporting / Report Access 2 Future Consideration