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Select Insurance Write-Off by default when creating a new Write-Off

When writing off ledger amounts would be great if "insurance write off" were default rather than "Client write off". We rarely write off client amounts so it means an extra click to select "Insurance write off"
Administrative Team almost 5 years ago in Billing & Payments 1 Completed

included co-insurance with billing and insurance info

Include the option of setting percentage of co-insurance on client billing and insurance information since some clients do not have a flat $ copay.
Guest over 6 years ago in Billing & Payments 0 Completed

Create recurring tasks

Allow me to create a task that repeats at a given time interval.
Guest over 2 years ago in Practice Management & Administration 1 Completed

allow billing reports to be filtered by staff/therapist

in reports-allow payment methods, credit card charges, etc. to be filtered by therapist/staff as well
Guest over 6 years ago in Reporting 2 Completed

Surface creation date on notes

Please add date/time stamps to the progress notes for when they are created as well as when they are edited and allow us to see the list of dates/times on each note. This would be similar to the treatment plan "Creation" date, as it should not be ...
Guest over 7 years ago in Notes & Cases 3 Completed

Don't change calendar preferences for appointments scheduled outside of hours

Don't change my calendar preferences if an appointment is scheduled outside of the hours that are set on my calendar.
Guest over 4 years ago in Calendar & Scheduling 4 Completed

Send secure messages to contact network

Allow me to send secure messages through the portal to people in a client's contact network.
Guest over 3 years ago in Messaging & Notifications 2 Completed

Adjust filter results in Manual Insurance Payments without losing data

When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.
Guest 11 months ago in Billing & Payments 1 Completed

Intake forms to multiple parties

We really need to be able to send intake forms and other paperwork to more than one party (parent) per client!
Guest over 4 years ago in Clients & Groups 0 Completed

Add Place of Service permissions to Therapist permission level

Having the Notes with Place of Service is great but if the therapists can’t change it themselves then it doesn’t actually help billers. Place of Service should be part of permissions Therapists already have.
Guest over 6 years ago in Practice Management & Administration 4 Completed