ID/PMI number on first page

MKluender 6 years ago in Clients Module updated by Jennifer 5 years ago 12


If I could make one change to the system, it would be to add the ID/PMI field to the main page of the Client Module, so I can at a glance have all the information I need when making a call to an insurance company without having to flip back-and-forth between tabs.


Thanks Richard! The new version will have this capability. Thanks for you input!


Hi Melanie,

Procentive doesn't have this capability at this time but this is a request on our Enhancement page that others would like to see as well.  I've added you as a voter.  Thank you!


Not yet admitted

Momentum Center 2 months ago in Clients Module 0

When interviewing a potential client for intake how have you used procentive to complete the clients phone interview without making them an active client? Is there a "wait list" option. I have had them put our phone interview sheet together but didn't realize that I would have to give them a client profile, I issue with that is, if they decide to not come then what?


text reminders

sarah 3 years ago in Clients Module 0

We have a number of clients with parents in different households. Are there any plans to possibly allow text reminders to more than one cell phone number?



Jenn 3 years ago in Clients Module 0

It would be so helpful to have a link in the Client Dashboard to be able to add to an existing or create new "Client Note"


New Payer Authorization archive/rename feature is great!

Jonathan Beulke 3 years ago in Clients Module 0

Just wanted to say thank you on the great job done with adding the ability to add descriptions and archive documents in the payers tab!  The new features there have been more useful than I anticipated.

Thanks again!


Error messages

NP Support 5 years ago in Clients Module updated 5 years ago 4

We are currently getting error messages when trying to navigate the client module, and when saving or opening appointments, etc.  Anyone else seeing this?  Many staff are reporting it here.


Adding Staff to Multiple Clients

Sam 5 years ago in Clients Module updated by Missy (Care Team Manager) 3 years ago 2

Is it possible to add multiple clients to one staff other than doing it individually for each client? We have about 40+ clients and around 35 staff and every time we hire a new employee, I have to add them to each client 1 by 1. Is it possible to add 40 something clients to 1 new staff all at once vs. adding 1 new staff to 40 different clients individually?


Diagnostic date automatically uploaded

Sam 5 years ago in Clients Module 0

When new reports are created (DA's, EIDBI ITP's, and CMDE's), can the diagnosis date/ITP date's/CMDE dates automatically post in the client's module under the diagnosis/treatment plan tabs? If so, how can we make this happen?