Populate authorization on the invoice based on the date of service
Have the authorization populate on the invoice based on the appointment date of service. Sometimes I may create an invoice for a past appointment and the insurance has changed.
Randy Pittman
12 months ago
in Billing & Payments
0
Future consideration
When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.
Guest
almost 4 years ago
in Notes & Cases
3
Future consideration
Allow me to specify other staff that should be alerted when a client schedules a new appointment. Our front office staff has things they need to accomplish when a new appointment is scheduled so they need to be notified.