When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.
Guest
almost 2 years ago
in Notes & Cases
1
Future consideration
Automatically assign staff from client when new case is created
When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
Guest
almost 4 years ago
in Notes & Cases
1
Future consideration
Allow ERA to auto process with posted client payment
When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...
Populate co-insurance and deductible info in the invoice
make the deductible and co-insurance actively populated into invoices and managed automatically, rather than having to manually enter the correct Patient Responsibility (whether deductible or co-insurance amount) and have to back track when deduct...
Kara Marshall
over 4 years ago
in Billing & Payments
1
Future consideration
Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.
Niki McKay
almost 2 years ago
in Billing & Payments
1
Future consideration
BCC additional emails when sending payment receipts
If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relat...