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Billing & Payments

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Require Client to add Insurance Information when creating Client Portal Account

Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller about 2 months ago in Billing & Payments 0 Future consideration

Add payment link to invoices & statements

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Lisa Briggs 5 months ago in Billing & Payments 0 Future consideration

Separate Claims Paid and Processed tabs

In the Claims workspace, separate the Paid/Processed tab into separate Paid and Processed tabs as they are different statuses.
Bernadette Santiago about 2 months ago in Billing & Payments 0 Future consideration

Save insurance credit cards on file

Allow me to store insurance credit cards on file for a client because this information typically doesn't change week to week.
Eitan Zerykier about 1 month ago in Billing & Payments 0 Future consideration
312 VOTE

Partial refunds of credit card transactions

Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.
Guest about 7 years ago in Billing & Payments 52 Future consideration

Select which organization address is displayed on Invoices & Superbills

Add an option to select which organization address is displayed on billing documents (invoices, statements, superbills, etc.); the "Send Payments To" address is not always required depending on the type of payment (self-pay vs. insurance).
Bella Barker 2 months ago in Billing & Payments 0 Future consideration

Display charge amount in payment processing window

The window for charging a credit card doesn't show the amount being charged. It would be helpful to verify that you are charging the correct amount before you complete the transaction.
Jordan Beaver 22 days ago in Billing & Payments 0 Future consideration

Add option to "add to existing invoice" when billing appointments from Agenda

When billing appointments from the Schedule Agenda view, add an option to "add to existing invoice" in addition to the options to add a progress note and add a new invoice.
Guest 3 months ago in Billing & Payments / Calendar & Scheduling 0 Future consideration
249 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...
Guest almost 9 years ago in Billing & Payments 50 Future consideration
198 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest over 7 years ago in Billing & Payments 22 Future consideration