Hide canceled and no-show appointments when creating batch statements
Allow me to hide canceled, no-show, and rescheduled appointments from appearing on batch statements. We give superbill-level statements to our clients to submit to insurance and having these appointments on there is causing some confusion with the...
When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.
Guest
almost 3 years ago
in Reporting
1
Future consideration
Auto-populate service location to note and invoice
Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest
almost 3 years ago
in Notes & Cases
1
Future consideration
Allow me to add an additional payer/responsible party to a client that may pay a percentage or a ratio of the client's services. This could be worker's comp or a minor with two parents who are splitting the cost of services.