We have a large practice and our providers each have different rates. Allow me to set up service types for each provider rather than having one large list of organization-wide service types.
Change symbols in paid column in Payroll by Rendering Provider report
Change the default setting under the Paid column in the Payroll by Rendering Provider report. The check mark that's displayed by default makes it seem like the provider has already been paid even though they haven't.
Cherelle Brown
4 months ago
in Reporting
0
Future consideration
Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.
Automatically assign supervisor to each progress note
If the staff preference permissions requires a supervisor must review and co-sign all notes, then automatically assign the clinical supervisor to each note as well for that clinician.
Guest
over 1 year ago
in Notes & Cases
0
Future consideration
Allow me to run a report that will quickly show me the total number of minutes/units a client received during the week so we can make sure they are meeting their required hours.
Guest
over 1 year ago
in Reporting
1
Future consideration
Allow me to create a custom home page or dashboard that displays information relevant to my role. For example, as a therapist, I may want to see outstanding progress notes and today's appointments, but as a biller, I may want to see un-invoiced ap...
Allow me to turn on alerts for certain billing items/tasks so we can be notified if a client's credit card has expired, if there's a certain balance owed, if their deductible has been met, etc.
0
Future consideration
5
Future consideration
