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
9 months ago
in Billing & Payments
1
Future consideration
When adding checkboxes to a Dynamic Form, only print the checkboxes that were selected. Right now all of them are displayed (selected and unselected) which can mean we're printing a lot of pages.
Add ability to show/hide archived service types in reports
Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills
almost 6 years ago
in Reporting
3
Future consideration
When viewing the calendar for a specific day and clicking the "New Appointment" button, have the appointment appear for the day I am viewing rather than defaulting to the current (today's) date.
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
Guest
almost 6 years ago
in Clients & Groups
2
Future consideration
If I send a 1-time payment link to a client, have the patient portal also linked in the email that they receive so if the link expires they have the link to the portal to log in and pay.
Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
Guest
almost 6 years ago
in Reporting
3
Future consideration
2
Future consideration
