Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1653

7 VOTE

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

6 VOTE

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

4 VOTE

Download batch payment errors

Allow me to download the errors for batch payments so I can track credit card declines.

Guest over 2 years ago in Billing & Payments 1 Future consideration

3 VOTE

Select payer when creating the claim

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

3 VOTE

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...

Guest almost 2 years ago in Billing & Payments 0 Future consideration

7 VOTE

Manage all in-app and email notifications

Allow me to manage all email and in-app notifications in one place.

Guest over 4 years ago in Messaging & Notifications 5 Future consideration

6 VOTE

Add tapering instructions to medication in e-prescribe

When using e-prescribe, allow me to add tapering instructions to medication. For example, a client's dose may be 2x/day for 14 days and then move down to 1x/day for X-many days.

Guest almost 4 years ago in E-Prescribe 1 Future consideration

7 VOTE

Allow calendar appointments to be changed from single staff to multi staff after hitting save

When I need to change an appointment by adding a staff member to an existing appointment, the only way to do this is to delete the appointment and make a new one. Especially for reoccurring appointments, this is frustrating! I work with students w...

Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

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 ...

Guest over 1 year ago in Billing & Payments 0 Future consideration

2 VOTE

Upload documents to prospective clients

Allow me to upload documents to prospective clients.

Guest over 1 year ago in Clients & Groups 1 Future consideration

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