ID/PMI number on first page

MKluender 5 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!


iOS App

Ryne 5 years ago in Meaningful Use updated by anonymous 4 years ago 1

I think that it would be a great idea to see a mobile application for clinicians for iOS and Android at some point. It is annoying having to zoom and do all this extra work to use Procentive on my iPad and make things look nice.


Validation of claims prior to sending to MN-ITS MA to eliminate errors.

Jonathan Beulke 4 years ago in Billing/Electronic Modules updated by Valerie McNamara 3 years ago 3

When billing through MN-ITS, there's a very handy feature that pretty much guarantees no sent claims will be denied.  If I bill in MN-ITS, before sending the claim, I have the option to "Validate" each claim to ensure there are no errors.  If after validating a claim finds an error, I immediately get notified of the error code, so I can fix, re-validate, and resend when no errors are found.

This has been extremely helpful to ensure predictable cash-flow when billing, and completely eliminates the possibility of errors when sending in claims.

Is it possible for something like this to be implemented in Procentive?


Clinical File Audits

Denise Gardner 5 years ago in Clinical Charting Module updated by Celia 4 years ago 8

What types of internal file audits are agencies doing and how are you using functions in Procentive to make the process efficient? We used to have a staff look at each clinical file and review for timeliness and content. I am hoping there are systems in Procentive already to help with this or if we need to request something be created? Any ideas would be great!


Procentive slow?

Jana 3 years ago in User Group Help updated by colette.kemper 3 years ago 17

Is anyone else experiencing substantial slowness with Procentive loading different screens/modules?


Thank you for sharing your concerns. The trouble this morning was due to a large query that was initiated multiple times causing a slowdown across Procentive.  This has now been resolved.


Procentive down

Procentive is down at all three of our locations - screen reads "app.procentive.com refused to connect.". Help!



Please see our Live Updates page for all updates. This is a helpful link to save and bookmark for future communications regarding Procentive. 

Procentive is running now for all users. 

Thank you,

Amanda Kaufmann

Customer Support and Training Specialist 


Procentive slowness

Jana 4 years ago in User Group Help updated by Ashley Morschen (Project Coordinator) 4 years ago 9

Is anyone else experiencing slowness in the system today?

Procentive - is anything going on that is causing slowness?  We've had some 30-60 second load times in the client module.


Forms with checkboxes when faxed may not be readable

Jana 4 months ago in e-Faxing updated by Chris Werner (Customer Success Manager) 4 months ago 9

Good morning, 

We got word from another agency that an ROI we faxed to them was blank.  Print view in our system is normal - this is apparently only an issue when the form is faxed from the record.  Procentive says the way to remedy this is to save the form to our desktop and then attach that to the fax when sending....  I asked if this is the case for ALL clinical-charting forms and they said any forms with checkboxes may have the same issue.  So for every fax we are sending out with clinical forms (I'd say most if not all our clinical (and billing) forms have checkboxes) we will now have to save the records outside Procentive first, then fax.  They said if they get enough reports about this issue, that may move it up the priority list so I'm posting here as a heads-up that you may be sending forms where the recipient is not seeing all the accurate information (the recipient/reader would not know that an unchecked checkbox is actually checked in our client record so we may actually be sending false information;  if the checkbox question is "are there any safety concerns for this client" and it is showing as unchecked when it's actually checked in our record, that could be a big deal...). 


email statements option

Does anyone know if there is an option to email statements to clients?