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

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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.
over 2 years ago in Admin/Billing/Reporting / Billing Workflows 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.
over 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...
over 1 year ago in Admin/Billing/Reporting / New Report 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...
about 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...
about 4 years ago in Admin/Billing/Reporting / Reporting 1 Future Consideration

inactivate appointment statuses that are no long used

would like to inactivate appt status starting with School Scheduled - Ongoing Therapy Scheduled - School School - Cancelled w Notice (24 Hours +) School - Cancelled w/o Notice School - IEP Meeting School - No Show School - Open
about 4 years ago in Admin/Billing/Reporting 0 Future Consideration

Unit Limit Rule Request.

Some payers only pays a set amount. We were wondering if we could set up a rule to where the therapists could only bill 3 units?
about 4 years ago in Admin/Billing/Reporting / Billing 0 Future Consideration

Allowables on ERAs and reports

My request would be the ERAs pull in the allowable amounts from the payers, so we can then report off of them. Today we can do payments and adjustments. Payments only show what has been paid at the time (not necessarily patient amounts), so if we ...
about 4 years ago in Admin/Billing/Reporting / Billing 0 Future Consideration