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Ensora Mental Health Ideas Portal
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Billing & Payments

Showing 373 of 2019

Add confirmation modal when recording a payment

Adding a confirmation modal when recording a payment will help reduce errors if staff think they are charging a client's credit card when in reality, they aren't.
Kristen Harper about 1 month ago in Billing & Payments 0 Future consideration

Require Client to add Insurance Information when creating Client Portal Account

Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller 4 months ago in Billing & Payments 0 Future consideration
104 VOTE

Add payment link to invoices & statements

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Lisa Briggs 7 months ago in Billing & Payments 0 Future consideration

Notifications for expiring insurance

It would be great if the section for inputting insurance policy info had a spot for a term/renewal date that also sent a notification to a specific staff member.
Christina Leslie about 1 month ago in Billing & Payments 0 Future consideration

Separate paid and processed tabs for claims

In the Claims workspace, separate the Paid/Processed tab into separate Paid and Processed tabs as they are different statuses.
Bernadette Santiago 4 months ago in Billing & Payments 0 Future consideration

Add link to Payer ID List In Insurers Details

Add a link to the Payer ID List to the Insurer Details page that will enable you to confirm Payer IDs. This would improve the workflow to correct the Invalid Payer ID Claim error when running "Check Selected Claims for Errors" . When selecting "Cl...
Guest 19 days ago in Billing & Payments 0 Future consideration
322 VOTE

Partial refunds of credit card transactions

Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.
Guest about 7 years ago in Billing & Payments 52 Future consideration
252 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...
Guest almost 9 years ago in Billing & Payments 50 Future consideration

Save insurance credit cards on file

Allow me to store insurance credit cards on file for a client because this information typically doesn't change week to week.
Eitan Zerykier 3 months ago in Billing & Payments 0 Future consideration
202 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest over 7 years ago in Billing & Payments 22 Future consideration