ID/PMI number on first page

MKluender 5 years ago in Clients Module updated by Jennifer 4 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 3 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 3 years ago in Billing/Electronic Modules updated by Valerie McNamara 2 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 3 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 Judisch 2 years ago in User Group Help updated by colette.kemper 2 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 Judisch 4 years ago in User Group Help updated by Ashley Morschen (Project Coordinator) 3 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.


email statements option

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



RESOLVED: Clients Module, Time Module, Staff Availability Re-Updated:

Thank you all for your notifications and examples on the tickets you submitted.  Those specific examples were critical in determining the remaining fixes needed.  We, at Procentive and BillCare, understand this was an inconvenience to you, both yesterday and today, as we actively determined cause and fixed each issue as it became aware.  I sincerely apologize.  As we continue to enhance our product for you, it is not our intent to release enhancements causing undesired ramifications.

Please know we take this very seriously and we will be meeting to determine what did and didn’t work in the enhancement process.  I have noted the ProCare User Community’s comments/wishes and I will take them into consideration to improve our communication to you moving forward. 

If you have any additional questions/concerns or may still be experiencing issues, please submit a ticket for assistance from our Care Team. 

Alicia Swanson



I have a few questions I am hoping can be answered in this group. Is there a way to copy a form template in Procentive and rename it to have all staff utilize? I know that I can copy a note that is already in a client's file, but I would want this to be a form that staff can choose. We are wanting to have a form for Tx Plan Development. Is Procentive the only one that can change forms etc...

Second we have multiple programs and would like the Tx Plan to flow to each program with one Tx plan instead of having let's say one tx plan for CTSS and another for MH. Is this a simple as adding the program to the Tx Plan form? 

Thank you for any information