Feature Requests

IMPORTANT- Missing Notes/ Signature Reports Immediate need in reports that allow practices to run a report showing any missing notes or e-signatures providers may be missing. This allows the practice and/or billing department to print a report making them aware if a note is incomplete or missing signatures that could cause issues on the billing side to to missing notation.

I’m reaching out to request the development of a standardized Intake Reporting System that will allow us to generate meaningful reports from our intake data. The goal is to gain quick, clear insights from submitted intake forms to inform programming, identify community needs, and report to funders. Below is a breakdown of the functionality we need: ⸻ Purpose To generate automated reports from intake submissions that provide insights on volume, demographics, location, needs, and service interests across all forms. ⸻ Core Requirements 1. Total Intakes Submitted • Show total number of intakes submitted over a selected period • Allow filters by date range, program, and intake form type 2. Geographic Insights • Show where most intakes are coming from (city, postal code, region) • Optional: interactive map or heat map by area 3. Demographic Breakdown Based on fields we collect in intake forms: • Age ranges • Gender identity • Race and/or ethnicity • Family or household status • Disability or chronic illness (if applicable) • Language spoken at home 4. Referral Source Tracking • Capture and visualize how people heard about us (e.g., word of mouth, social media, partner organizations) 5. Program or Service Interest • Show how many people are interested in each program or support option listed on the form • Optional: allow drill-down by age group or region 6. Needs Identified • Count and categorize common needs selected (e.g., mental health, food insecurity, housing, legal support) • Display common keywords if open-ended responses are used (e.g., word cloud or tag frequency) 7. Follow-up Status • Track and report on: • % of people successfully followed up with • % awaiting follow-up • % who declined support 8. Other Custom Fields • Include any additional data we collect on specific forms (e.g., pregnancy status, schooling, immigration status) as part of the report ⸻ Preferred Format • Dashboard-style visual report • Option to export to PDF, Excel, or Google Sheets • Ability to update in real time or on a weekly/monthly basis • Pull data from [name of intake system: e.g., IntakeQ, Google Forms, Airtable] ⸻ Please let me know the feasibility, what you need from us to proceed, and estimated time to build. I’m happy to provide a sample intake form or export to guide the process.

It would be helpful to be able to see a breakdown of payment methods, such as cash, check, credit card, etc

Would like to be able to repeat the form header on every page as a PDF, and be able to customize footers

the ability to generate a report showing all currently active clients who don't have a future appointment schedule could really come in handy if the practitioner wants to reach out to clients

For the end of the month i pull reports for the practice. This usually includes charges sent out for the Month. This gives the adjustments a reference. Please add a report that shows the Charges.

Ability to pull a report showing active new clients/accounts by date range

Under Lists > Claims > Payment tab, when exporting the bulk payments report to CSV (either by payments or line items) there should be a column to indicate which state the bulk payment was for to better manage and graph the income data.

We need the ability to search for any session that has a missing note but has a claim tied to it. Currently, you can search for missing session notes in the Lists > Appointments report. But we need the ability to filter sessions that have a missing session note but have a claim tied to them. So we need a Claim Status drop down added to Lists > Appointments or to Lists > Notes.

each page has header auto filled for note taking