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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Status Existing Functionality
Workspace EMR: Documentation/Front Desk
Categories Reporting
Created by Guest
Created on Mar 7, 2024

RELATED IDEAS

report of new evals

please create a report of listing all new patients 1)for the day 2) for the week 3)for the month. How is this helpful?


1) front desk can monitor all payers for the day or the week for authorization or to monitor signed evals as they come in.

2) clinics have staff meetings to go over all new patients for the week and share concerns.

3) clinic directors can monitor evals being written without having to siphon through every day.


Helpful when there 100 patients on a schedule and you are looking at them all at once, it would be great to have a simple report to click for all new patients with a choice of either 1)daily2)weekly3)monthly.



  • ADMIN RESPONSE
    Mar 7, 2024

    Hello, and thanks for your feedback! This functionality currently exists in InsightGO. Please follow the below steps:

    • In IGO, click on the Menu icon in the top left hand corner

    • Click on Reports

    • Click on the drop down menu and select Appointments Research

    • Select your desired date range and clinic, then click View Report

    • Once the report populates, click on Columns on the upper right corner and deselect all. Then select the desired fields such as “Patient Name” and “Appointment Type"

    • Click on the filter icon next to “Appointment Type” and type in "Initial Eval", or however your clinic has labeled Evals on the Schedule

    • The report should then only display these filtered columns

    • You can save this report as a favorite by clicking on the icon in the top right corner

    If you have any further questions feel free to leave a comment here or contact Insight Support via Support Hub and log a case at supporthub.webpt.com or call (503) 525-0275 (option 2) and notify them of any issues.

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