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

Add/edit new payer from InsightGO

It would be useful and time efficient to be able to add a new payer in InsightGO just like the "add/edit new referrer" feature.
about 2 years ago in Admin/Billing/Reporting / Manage Payers 0 Future Consideration

Ability to generate a billing report without creating a visit for use with RTM

Per above, need to be able to just have the ability to submit codes for billing without creating a visit
about 2 years ago in Admin/Billing/Reporting / Billing 0 Future Consideration

blank 2nd page on statements

Triage and Engineering reviewed this. Here is the findings:The footer on the second page combined with the message box is what is causing the additional page. Those elements cannot fit on the first page. Please submit this in our Ideas Portal
about 1 year ago in Admin/Billing/Reporting / Statements 0 Future Consideration

printing statements for active or non-active pts

I have requested this before but I would like an option when printing statements, to eliminate printing statements for active patients. That is wasteful as we already give those out in the office.
about 1 year ago in Admin/Billing/Reporting / Statements 0 Future Consideration

see money billed/collected broken down by referral source

want to be able to see what monies were billed/collected from a specific referral source in a specific amount of time.
about 1 year ago in Admin/Billing/Reporting / New Report 0 Future Consideration

better breakdown in referral reporting to see payor mix sent by provider in a timeframe.

when you run a referral report it tells you how many pts a provider sends in a certain time frame but it wont show you what patients were sent. if you click on the provider then it takes you to every patient that theyve ever sent, not the ones sen...
about 1 year ago in Admin/Billing/Reporting / New Report 0 Future Consideration

Deposit Description field on deposit screen to lock after period close

Requesting for the Deposit Description field in the deposit screen to be grayed out (Locked) once period close is completed. We want to make sure the Batch Name/Description does not get modified after the fact.
about 2 years ago in Admin/Billing/Reporting / Billing Workflows 0 Future Consideration

In the Staff Account in Edit Staff notes time/dated by user, and can not be deleted

In the notes section in the staff account anyone can edit and delete the notes, would like that section to time/date stamp with user info and make it where the notes can not be deleted
over 1 year ago in Admin/Billing/Reporting / Manage Staff 0 Future Consideration

Clinic Assigned after Posting a payment

Hello, we are wondering how the system decides what clinic to post a payment under (when looking at it under payment research screen) and if there is a way to default this to always tie into particular location. We know that on the back end report...
almost 4 years ago in Admin/Billing/Reporting / Billing Settings 0 Future Consideration

Exporting AR reports to Excel

I am trying to export AR reports and manipulate in excel, but have issues because of the grouping, merging and formatting that is on the reports. When I export to excel, you have to be careful then not to accidentally click on the name or it tries...
almost 4 years ago in Admin/Billing/Reporting / Reporting 1 Future Consideration