Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I ha...
Gross deposits has been taken away, but I'd like to have this option available. I prefer one deposit that shows my income, and then a withdrawal to show my expenses.
Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.
Add the ability to mark multiple invoice adjustments as paid all at the same time AND have them enter automatic write-offs on the invoice when they are marked paid.
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
Insurance Refund and Bulk Insurance Payment Posting
We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with ...
Allow me to add another Type 2 NPI to my organization and choose which NPI is submitted to a payer. Right now I have to create a separate location for each payer to make sure they get the right NPI.
It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?
Katie Bade
almost 4 years ago
in Billing & Payments
4
Future consideration
2
Future consideration
3
Future consideration
