All activities from clients in the client portal should be noted and logged in "Activities". Such as, when a client schedules, cancels, or reschedules an appointment in the portal.
Add Invoice Payment Status to Group Appointment Details Page
Add the Invoice Payment Status for each Client to the Group Appointment Details page with a clickable link to the Invoice. The additional information would allow Users to quickly verify the invoice and payment status for each Group member.
Allow only 1 service type to be added to client appointments
Only allow us to add one service type to a client appointment. Having more than one service is potentially fraudulent and it would be helpful to have that check in place for my staff.
Nadia K Velasquez
9 months ago
in Notes & Cases
0
Future consideration
When using Batch Processing it would be helpful if the page showed how many claims were selected (to be added to awaiting submission). Currently there is no way of knowing how many claims were selected other than manually counting, and there is no...