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System kicking out

Shondell 3 years ago in Clients Module 0

We are having problems with the system kicking us out of the system over and over again.  You start something, switch the screen and you are kicked.  It is very hard to get anything done.  Anyone else having this problem?

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Hiding client charts

Cassandra Hams 4 years ago in Clients Module updated by sarah 4 years ago 3
We have a unique situation that I need help with. We currently have a previous client that is in our system that is now a employee at our agency. We have blocked staff from seeing her clinical charting, but we need staff to not even look her up in our system. So staff would not be able to see her name at all when searching in the client module. Has anyone ran into this situation? If so, what did you do?

Thank you!
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I keep getting kicked out of Pro, happening to anyone else?

Alyson Zurek, LICSW 4 years ago in Clients Module 0

Anyone else being booted off the system... Is it me or happening globally?

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How do you keep track of cases that do not successfully open?

Rochelle Garcia 4 years ago in Clients Module 0

Im curious to know how other agencies keep track of clients who never open for services, specifically CTSS or TCM. What module/reports do you use to compile this data and if so, do you keep track of the reason the case never opened. Thanks!

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Kiosk tablets issue

KELLY PERFETTI 5 years ago in Clients Module updated 5 years ago 3

How are other Procentive customers using the tablets for clients when the come in for their paperwork getting it so that the client can only see their paperwork?  We've noticed that when they happen to back out and click other tabs on the side that they are able to see other clients?  Are you logging clients in differently so that it only brings up the clients information?  Is their a way to prevent clients from seeing other screens other than the paperwork?

Answer
Amanda Kaufmann 5 years ago

Hi Kelly!


When you're using a tablet or computer for Kiosking documents to clients prior to their session in office, you should be placing that device in to Kiosk Mode (please see the attached Knowledge Hub article). By doing this, you're ensuring that the client cannot click around in to other parts of Procentive to avoid access to other clients information. 

If you have further questions, feel free to submit a support ticket, we'll be happy to help!

Thank you,

Amanda Kaufmann

Customer Success Manager

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Two commercial payers for a short time, subscriber is same for both

crystalp 5 years ago in Clients Module 0

Does anyone know what payer should be primary in the example below:

Client has commercial BCBS which termed 6/30/19 and subscriber/policy holder is husband. Same client gets new insurance HP effective 6/1/19 and husband is also policy holder for this insurance. 


This means for the month of June, there are 2 active payers, BCBS and HP. This likely happened due to a job change and the previous job with plan under BCBS let the coverage be active through the end of the month of June. New job with plan under HP started June 1.  


I'm thinking BCBS would be primary for June based on that fact that they have had that insurance longer (was effective before HP). I have not asked the client and assume that they would not know as most clients don't understand which plan should be primary or secondary. I've seen this dual coverage (with same policy holder) likely due to new jobs a few times and assume we need to bill BOTH payers while the 2 plans are active. It's just hard to know which should be primary.  Any thoughts or resources?  Thank you in advance.

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Completed

Issues with Procentive

Heather Wadie 5 years ago in Clients Module updated by Amanda Kaufmann 5 years ago 4

Good morning all.  Is anyone else having issues with Procentive this morning?  We have entered a client in three times and that person is not showing in our system.  I tried to open a ticket, but that doesn't seem to be working either.

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no forms selected error

Mark Cornell 5 years ago in Clients Module 0

Is anyone getting this error when sending forms to clients via kiosk?

We have had several in the last week or 2

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KNOWN ISSUE: Client Dashboard SQL Error Message

KNOWN ISSUE:  If you have Tickets displaying in the Client Dashboard, an error message will pop up when accessing the Dashboard.  You can simply close the error and use the Dashboard as normal.  This issue is currently being addressed by our engineers.  If you have any questions or comments please send a Ticket to Procentive Customer Care and Support.

Thank you,

Rachael Smith

Onboarding and Implementation Team Manager