Add number of upcoming appointments to client list
I would love if there was another column in the Client List (like Total Kept Appointments) for the number of upcoming appointments. We like to make sure our clients keep their preferred appointment day and time, so when they have 2 or fewer appoin...
Melissa Flood
about 1 month ago
in Clients & Groups
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.
Sometimes I want to change the CPT code right before I save and add for submission to insurance. It would be nice if I could do that on that screen instead of having to delete the invoice, go back to calendar, change the CPT, and recreate the invo...
Add option to make Client Details address fields mandatory
Add a new option to make all Client Details address fields (Street, City, State, Zip Code) mandatory. These fields are required for insurance billing and currently, they are not mandatory.
Bill Biller
4 months ago
in Clients & Groups
0
Future consideration
Bill with contracted rates per payer and service with automatic write-offs
Have the contracted rates set up with the payer override the balance due on new invoices and the difference between the contracted rate and the billed amount should be automatically written off.
Disable appointment reminders after appointment confirmation
If a Client confirms an appointment via an appointment reminder, add a setting to disable subsequent appointment reminders for the Client's appointment.
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
12 months ago
in Billing & Payments
0
Future consideration
0
Future consideration
