Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest
over 2 years ago
in Clients & Groups
3
Future consideration
Select which organization address is displayed on intake forms
We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
Allow me to choose how often the billing automation features run. Currently they run every night, and we'd like for them to run more frequently so we can get claims out the door faster.
Starlain Saldana
over 1 year ago
in Billing & Payments
1
Future consideration
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest
over 2 years ago
in Clients & Groups
1
Future consideration