Please also add an adjusted contracted rate click under the client payment and write off. This way we could actually know what were write off's due to loss of income and what were actual contracted rate differences in reports. And then also create...
Rachael Eichhorn
about 5 years ago
in Billing & Payments
1
Future consideration
If a client contacts me through the client portal while I'm away, allow me to set up an automatic out-of-office reply and the option to have those messages forwarded to another staff member.
Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
Measure treatment success rate and track outcomes in a report
I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).
Guest
over 6 years ago
in Reporting
23
Future consideration
I wish there was a way you could filter the calendar by status type.
As well as having set up so that each staff members appointments fall in a column order not sporadically in the calendar for ease of use. As this becomes difficult with places ...
Display client's secondary insurer copay in the client's details and ledger
If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen
8 months ago
in Billing & Payments
0
Future consideration
Customize Insurer Details displayed and required fields
Add the ability to select which fields are displayed and required on the Insurer Details page. The currently displayed and required fields do not provide sufficient information for insurers.
Jacob Mergendoller
3 months ago
in Billing & Payments
0
Future consideration