Create custom reports
Allow me to create a custom report by selecting information/data fields from a list.
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Peter commented
Even just adding the ability to more information on current reports would expand their usefulness greatly. There should be an option to have totals for reports, as in total per category that is the subject of the report. It would be nice to be able to look at how many of each service type, not just look at a list of each client who had that type. The output should include, at a minimum, the date/time of said appointment. The report title and date range also do not appear on the exported report, requiring additional steps to know what's being looked at after export.
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John commented
A custom report generator that allows you to choose the fields to include in the report. Having the ability for this information to be exported to excel for further data analysis. For example being able to generate a report that includes billed amount, write-off amount, and payments status by date range. Essentially be able to ask any question and then choose the fields needed to download into excel for further analysis.
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Anonymous commented
Let your clients - especially the billers - create custom reports. For example, today I wanted to run a report that showed all of our clients that have Medicaid. The other day, I wanted to run a report that would show which clients had incomplete demographic information. Things like that.
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Daniel Metevier, PsyD commented
I agree. It seems that if some time were devoted to letting users create their own reports it might reduce the development team's time on new standardized reports as we'd all be able to address our own needs. Something with lots of flexibility would be great. For example, list out all the data fields and let users move them around in the desired output format. (Think pivot tables in Excel.) Thanks!
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Regina commented
I need to be able to print an aging report sorted by insurance company. It would be nice if there were a custom report option where I could do this myself.