Kristi Ottis
My feedback
56 results found
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1 vote
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265 votes
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19 votes
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7 votes
An error occurred while saving the comment Allow the feature to sort by staff member (as how is an option under the staff billing report) when running the Detailed Attendance report. This is very much needed for running payroll reports for multiple providers who are paid by session provided (kept) as well as for late cancellations and no-shows. This would prevent from needing to log into each of their profiles, select all the applicable service types and then to re-run this same report each time.
Also, allow for reports that are run repeatedly to be saved within the system, so it can be re-run with service types already applied and only the date range will need to be changed each time. That would reduce time spent to re-enter all the same service types tracked each time and reduce user error.
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34 votes
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20 votes
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17 votes
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51 votes
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34 votes
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243 votes
An error occurred while saving the comment It would also be great to build a report, save it and then just rerun it with new dates vs having to keep rebuilding the same one over and over
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138 votes
An error occurred while saving the comment Please add staff filter to Detailed Attendance report!! This would seem to be a simple filter to add and is very much needed for payroll and improved session tracking.
An error occurred while saving the comment Please add Staff filter to Detailed Attendance Report. This is very important for payroll purposes as well as quickly seeing how many sessions a therapist has provided in specified time frame.
An error occurred while saving the comment I still am requesting this to be added as it is much needed! We need to be able to run reports per therapist within TN vs having to export reports and do a lot of complicated sorting. Please allow for this option soon!!
An error occurred while saving the comment Any chance this is something you all are working on? It seems like adding this additional sort option would not be that difficult to do and greatly needed for group practices to run reports per therapist vs having to export and perform complicated sorting features to access needed data/information.
An error occurred while saving the comment Please add this much needed feature so detailed attendance can be looked at per therapist.
An error occurred while saving the comment This is still a very much needed feature! Please allow for sorting this report per therapist. Session tracking per session, I can imagine would be very useful for many practices.
An error occurred while saving the comment Please add this as much easier to calculate payroll for therapists as Carrie Singer mentioned below without having to created additional tables or sign into each therapists profile to run reports logged in as them to only see their kept sessions.
An error occurred while saving the comment It would be awesome to run a report and be able to select which specific CPT codes we want in the report, choose which provider and for it to total the number of sessions. Payroll is calculated per session therapist provides in a payroll period regardless if all, none or a partial amount is collected by the end of the payroll period.
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101 votes
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222 votes
An error occurred while saving the comment Every practice has different preferences regarding what they want Admin staff and clinicians to access and not access. There needs to be more customizable permission, especially granting Client Portal access to all Admin. They need to be able to send out invites to clients to complete the new client paperwork without also accessing practice financial information.
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180 votes
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49 votes
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82 votes
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262 votes
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53 votes
An error occurred while saving the comment Agree with all and we would like to be able to have variety within when text messages go out such as 48 hrs/2days prior for appts on Tues-Friday. But for appts scheduled on Mon, we would like them to go out Fri am72 hours/3 days so if there are cancellations we have time to fill them prior to the weekend. We do not have admin working on weekends right now.
An error occurred while saving the comment Allow to set different timeframes for the appointment reminders to be sent such as 2 days for texts and one day for phone call.
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229 votes
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196 votes
Is this something that is being worked on? It would be great for this feature to be added. It would be much more efficient than needing to write and mail out paper checks as well as having to make those manual adjustments to the ledger too.