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Warning when archiving a client with open cases

Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Diagnosis pointers

Allow me to point diagnosis codes to CPT codes so they are reflected correctly on the claim.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Add insurance payer to Daily Billing report

Allow me to view the payer when running the Daily Billing report.
Guest over 3 years ago in Reporting 0 Already exists

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Process multiple invoices as one payment in batch payments

When I'm processing invoices in Batch Payments and a client has more than one invoice, process the transaction as one payment on their credit card.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Run eligibility checks on prospective clients

Allow me to run an eligibility check on prospective clients.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Create new POS locations/codes

The contracts that we work with require different POS codes than what CMS uses. Allow me to create new POS codes for locations so that our records and reporting will be accurate.
Guest over 3 years ago in Practice Management & Administration 1 Future consideration

Add default permission for after hours override

Our schedulers/reception team is responsible for creating appointments for providers. Allow them the ability to create appointments after hours.
Guest over 5 years ago in Calendar & Scheduling 1 Future consideration

Copy client information from the left navigation menu

Allow me to copy the client's information (DOB, ID, etc.) from the left navigation menu because I could do this previously with the old navigation.
Guest almost 2 years ago in Practice Management & Administration 3 Future consideration

Show claim tabs in navigation menu

Show each claim tab under "Claims" in the left-hand navigation menu so I can get to them quicker.
Guest almost 2 years ago in Billing & Payments 1 Future consideration