ID/PMI number on first page

MKluender 8 years ago in Clients Module updated by Jennifer 7 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.

Pat Stream 7 years ago

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

Chris Werner 2 years ago

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!


Diagnosis Tab Error

Julie Timm 12 months ago in Clients Module updated by Paula 12 months ago 5

Good morning, Wonder if any other organizations are running into errors when trying to access the Diagnosis Tab from the client module? We have been running into this all morning.


Not yet admitted

Momentum Center 2 years 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?


Idea for Procentive regarding client statements

Paula 2 years ago in Clients Module updated by natale 2 years ago 1

QR code on client Statements

QR Codes have become increasingly popular as a quick and easy way to share information. We are seeing them more and more on printed patient statements.

Could Procentive add them to our patient statements? With one scan, patients can be instantly directed to pay their bill online.


text reminders

sarah 5 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 5 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 5 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!