A client with many long-term medications may result in a very long report. Allowing a filter to be used to only include unacknowledged interactions on the report would be helpful.

We would love to have the ability to run a report that shows the list of clients and primary clinician. Currently, the report runs with all clinicians assigned, not just primary.

Currently this is a basic report with set perimeters under agency administration. We would be helpful to have this report available with filter options such as specific dates and the ability to add the client account number.

Would like to have the client number shown, a filter option, and a total reported

Reporting - Client Check-In Report I would like to have a HIPAA statement added to the bottom of this report so when a client comes for services they can review their address, phone, etc then sign the HIPAA release for the day.

Thanks for the update on the Reports Menu. It will be a great help. Wanted to ask you if there are any plans to expand on this. Two ideas that I have are: Have sub-folders under "My Reports" that way I could categorize my reports into monthly, ...

We need to have a report available that would give a balance due aging like report that allowed for filtering by date.

This is reporting related. By adding the feature of filtering to the reports located in the "my reports" it would allow individual staff to capture necessary information for their time cards, mileage reports, etc. while at the same time only allow...

Reporting: Add agency logo or name to Visit reports and others so if print off for client or auditing, know it's associated with agency.

We currently have a aide orientation sheet we used when aides have new assignments. It would be ideal to be able to use the assignment sheet to fill in other features such as schedule (we usually put in frequency and lime allowed if applicable). I...