Does anyone know of a way to have an alternate mailing address be put on 3560 Statements?  We serve numerous clients who have rep payees, and these statements should not be sent to the clients.  Without an option to select an alternate address to be printed on these statements, it's rather cumbersome and time consuming trying to remember which clients have rep payees.  It also adds quite a bit of time to write/print the correct address on envelopes instead of just using window envelopes designed to accommodate these statements.

We would like to be able to pull data specifically on the following fields in the Client Module/Phone tab.  Report #3400 seemed like a natural fit but didn't see the fields we are looking for.  Anyone else use a specific report to pull these fields?

1. Reminders on Days before appointment
2. Reminders on Day of appointment
3. Send appointment reminders to

Thanks in advance for any suggestions!

Calah

 Is there is a report that can be run to print copays paid weekly in outpatient?

Hello everyone!

I am wondering if anyone has information about a report that would show future copays. We have a guardianship program and the county will pay for most and the patient will have a copay. It changes from time to time, but being able to pull all copay people would be very beneficial 

Thanks! 

Is anyone using Procentive to survey, via kiosk, client satisfaction? Ideally, we could then run a Procentive report to obtain and analyze data. Is anyone using Procentive like this or does Procentive have the capability to assist with client satisfaction administration?

Good afternoon!

Our organization is trying to determine the most accurate report that will tell us how much we have been paid based on date of service.  For example, for services that were done during the month of July 2017 how much did we actually get paid.  We only want this to be payments, takeback credits, and credits.  How do we also take into account takebacks?  My thought is to run Report 1370 and filter by date of service and then include the fields Amount Paid, Credits, Takeback Credits, and Takebacks.  Anyone else have experience with this?

Thanks & have a great day!

Jill

Does anyone have suggestions on what Procentive report to run to collect data on the number of clients served in a particular program, broken out by Payer, age of client, county of financial responsibility and during a particular service period? I need to make sure that my data is not duplicated. For example, we often have clients enrolled in multiple programs within our agency. I only want to count each client once despite being in more than one program. 

This report may sound familiar to those users living in Hennepin County and completing the Hennepin County "Contracted Services Performance Report".  

Thank you! 

Is there a report that will pull in staff's continuing education credits?

Does anybody use Procentive to track clients needing to be scheduled for intakes?  If so how do you do it?