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Billing & Payments

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Add ability to invoice half and quarter unit increments

For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed. We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Guest over 8 years ago in Billing & Payments 7 Future consideration

Adjust invoice address for mailing envelopes

Adjust the address on the invoice so it aligns with the address window on a mailing envelope.
Guest almost 3 years ago in Billing & Payments 3 Future consideration

Process international credit cards

Allow me to process international credit cards within the app.
Guest about 6 years ago in Billing & Payments 4 Future consideration

Display client credits in batch payments

When processing batch payments, allow me to see if any clients have a credit on their account so I can not process those invoices.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Label copays on invoices and statements

If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Remind me if client's have a credit when processing a payment

When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
Guest over 8 years ago in Billing & Payments 6 Future consideration

Add a paid column in the client ledger

There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off
Rachael Eichhorn almost 7 years ago in Billing & Payments 1 Future consideration

View place of service on client's ledger

When I'm viewing a client's ledger and all of their open invoices, allow me to see the place of service code associated with each invoice.
Guest about 1 year ago in Billing & Payments 2 Future consideration

Display supervisor and supervisee on superbills

Allow me the option to include the name of my supervisor and supervisee on superbills because our state board requires it.
Guest almost 5 years ago in Billing & Payments 2 Future consideration

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...
Guest almost 4 years ago in Billing & Payments 3 Future consideration