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Closing Charts

sarah 6 years ago in Clients Module updated 6 years ago 2

Has anyone else closed any charts today and ended up entering a date of death? I am wondering when Procentive added the "Date of Death" box on the Client Tab of the Client Module? It is in the same place where the "Date file closed" used to be. Ended up putting in a death date for a child this morning, by accident. I did not see a notification of this change. Did anyone else? Should I be looking somewhere for these updates that I appear to be missing? Thank you for any help!

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Tickets and Kiosk Mode

anordman 6 years ago in Clients Module updated by Jana 6 years ago 1

We are not able to send tickets through "Help" nor are we able to send forms via kiosk mode.  

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New Year - Verifying Insurance

Kaia Ellis 7 years ago in Clients Module updated 7 years ago 10

We are looking for tips and ideas for making our processes more efficient with regard to verifying client insurance and updating their benefit information as of the first of the year.  We are running into a seemingly never-ending abyss of stacks of paperwork that need verifying, and we have more clients than last year, which has us a bit worried about the upcoming task at hand.  With long wait times for calling to check benefits, updating information in a timely manner is nearly impossible.  We are thinking about adding temporary staff, thinking about efficient ways to use and train them - AND we would be interested in any procentive ideas that may be helpful, or any workflow ideas and processes that work well for you to keep this moving along and as efficient as possible.  Thanks! 

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Eligibility Module

Rochelle Garcia 7 years ago in Clients Module updated 7 years ago 7

I was wondering for those using the Eligibility Module...do you do batch inquires, if so, how often? Monthly or weekly? Im trying to figure out an efficient way of running eligibility.  With the current filter of "primary staff" or "payer" it will just check everyone and I dont want to check those who havent been seen in over 6 months or so.  We have 2 Locations and several programs so it gets to be more work to try to filter by these options.  Just looking for suggestions.  Thanks!

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Answered

Printing in Client Module

Denise Gardner 7 years ago in Clients Module updated by Ashley M 7 years ago 4

I am trying to print staff lists in the Client module. I usually use the small printer icon on the bottom of the screen. I am getting an error message in both Explorer and Chrome and have cleared the cache in both. Anyone else having this issue?

Answer
Ashley M 7 years ago

This is now resolved. If you are still experiencing issues, please submit a ticket to the Procentive Support Desk so we are able to assist you.

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Client Module issue

Brittany Mathews 7 years ago in Clients Module updated by NP Support 7 years ago 5

Is there something going on with the client module? I am in billing/admin and have never had clients assigned to me but now it shows a list of clients under my name. This happened to other admin staff too but not practitioners.

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Fixed

​Advanced Search in Client Module

Trina 7 years ago in Clients Module updated by Ashley M 7 years ago 3

I am trying to perform an advanced search in the client module by entering in the telephone number and it is not working!  It does say that *An active search is filtering the list.  To clear the search, click “Show All” below.

 

When I perform the search, it doesn’t find the correct client!  The search results are the same patients as when you click “Show All.”  I’ve done this many times before and have not had an issue until today!

Answer
Ashley M 7 years ago

This has been resolved.

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Fixed

Client search

Abarnes 7 years ago in Clients Module updated by Pat Stream 7 years ago 1

Having issues this morning searching clients. Try searching and it keeps erroring out. Tried logging out and logging back in but did not change.

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Completed

Error message in Client module

Lynn Marx 7 years ago in Clients Module updated by Pat Stream 7 years ago 1

Unable to access account information in the Client module....getting continuous error messages.