Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments
After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie
over 1 year ago
in Billing & Payments
0
Future consideration
Filter Progress Note Signature Report by documents with no signatures
Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.
Guest
almost 2 years ago
in Reporting
0
Future consideration
When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...
If the progress note I have created is linked to a telehealth appointment, allow me to access the telehealth link from within the progress note so that if I get disconnected I don't have to navigate away from the note I'm writing.
Guest
about 5 years ago
in Notes & Cases
1
Future consideration
It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents
Add duration from progress note to the Detailed Attendance Report
Show the duration that was entered in the progress note on the detailed attendance report. Sometimes the therapist may run over the appointment time and the progress note is a more accurate reflection of the length of the appointment.
Guest
almost 2 years ago
in Reporting
2
Future consideration