Allow custom flex reports
There should be an option to add any data point to any flex report. For example, You should be able to add client DOB and account number to the insurance billing claims tracker, however they are not part of the column options. By allowing to import any data point in the column option, you should be able to build any report than you want. You would still have your default base reports, similar to what you have now, but giving us the power to manipulate the data in any way we see fit can solve 90% of the requests about reporting.
2
votes
Colby Dempsey
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