Feature Requests

Practices would like to see additional analytics on the signup attempts. It would be beneficial to see at which point or page in the online signup process that a patient is navigating away from the signup. This would allow for additional insight into any patterns or repeated hold-ups in the process.

A report that shows membership retention and average membership lifetime would be a helpful metric for practice analytics.

We receive external payments in the form of Cash, Checks, External ACH (from business clients who initiate their own ACH payments to us). The only option is to mark external ACH transactions as OTHER, which can then lead to 1000 extra transactions on the 'cash/check/other' report. This creates unnecessary work when I'm trying to prepare a bank deposit of just cash and checks received, or when our offices are trying to balance their cashboxes for the day. Please give us the ability to separate out Cash from Checks from Other on the Received Payments Report.

Ability to see all changes made by a user or all changes made to accounts with the timstamp and user responsible

Better reconciliation reporting to show patients that may be unpaid at the sponsor level, but paid out at the affiliate level (network paid the affiliate). Currently this is a very manual reporting task involving multiple reports.

Make employee engagement available as a column under the patient list OR available when downloading to a CSV file.

Please add the ability to filter the patient invoices by employer. We have several large employers where all charges are to be passed through to the employer. Also add the ability to change the payer of an invoice to an employer.

It would be helpful to have a report that tracks rate and plan changes within a patient membership to be able to better associate revenue growth associated with plan and pricing adjustments.

Would like the ability to pull the outstanding balance amount for each patient by provider. The Billed Revenue Report includes all of the applicable fields with the exception of the outstanding amount. For fully unpaid or paid invoices this is less relevant, but if the invoice is partially paid it will still show an Unpaid status, but the amount left unpaid us unknown.

When a report is summarized, the report switches to the /summary view and the print/download option is no longer available or results in a blank print output. Examples reproduced: Sales Tax report summarized by Tax Jurisdiction: download icon is missing from the table header. Received Payments / Revenue Received report summarized by Category: print output is blank and/or download option is unavailable. Expected behavior: Users should be able to print and download/export summarized report views in the same way they can for standard report views. Impact: Customers who use summarized reports for accounting, tax review, or revenue reconciliation cannot easily export or print the grouped report format they need. Suggested improvement: Add print and export/download functionality to summarized report views across all reports that support Summarize By.