View DOS and invoice number for unapplied payments from an ERA
When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...
I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
Guest
almost 6 years ago
in Clients & Groups
3
Future consideration
Make it possible to filter clients by insurance type and within that by age, gender, etc.
For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I kn...
Guest
about 9 years ago
in Clients & Groups
0
Future consideration