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...
Gross deposits has been taken away, but I'd like to have this option available. I prefer one deposit that shows my income, and then a withdrawal to show my expenses.
3
Future consideration
2
Future consideration
