Rather than going into each client and setting the default rendering provider allow me to assign it at the staff level, so all that staff member's invoices bill as their supervisor.
Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.
Guest
almost 6 years ago
in Reporting
3
Future consideration
Add appointment status to statement-level superbills
Allow me to include the appointment status when creating superbill-level details on a printed statement. We charge our clients if they cancel late or no-show. We also provide them with monthly superbills to submit to insurance and it could look li...
Make calendar & agenda filter separate for showing non-client events
Make the setting "show non-client events" function separately on the Calendar and Agenda. I may want to view non-client events on the Calendar, but not on the Agenda.
Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I ha...
3
Future consideration
2
Future consideration
