Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.
Greta Pankratz
over 4 years ago
in Billing & Payments
1
Future consideration
Hold client communication until resume of business hours
Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Provide more plan information when running eligibility checks
When running eligibility checks, the returned information should provide more information about the client's plan such as the deductible amount, copay, etc.
Add appointment status to statement-level superbills
Allow me to include the appointment status when creating superbill-level details on a printed statement. We charge our clients if they cancel late or no-show. We also provide them with monthly superbills to submit to insurance and it could look li...
Anna Morgan
almost 5 years ago
in Billing & Payments
4
Future consideration
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.
If I see a patient (child) but send their superbill via email to another person (parent), I would like to have email addresses for both in my database. When I go to email superbill, it would help if I could pick which email address from a drop-dow...