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Billing & Payments

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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

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

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

Show refunds on statements

When printing a client's statement, show any refunds that were applied.
Guest almost 2 years ago in Billing & Payments 2 Future consideration

ledger view - payment history

new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab
Guest almost 4 years ago in Billing & Payments 1 Future consideration

Search claims in Paid/Processed tab by processed date

Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Offer EAP as insurance option

Could you add Employee Assistance Programs as an Insurance Option and allow the number of sessions completed with the number of sessions covered (eg 1/5) to show where the copay would normally show? Perhaps a flag could appear on the final visit p...
Guest over 8 years ago in Billing & Payments 2 Future consideration

Sort invoices by date of service in client's ledger

When viewing a client's ledger, allow me to sort the invoices by date of service.
Guest over 4 years ago in Billing & Payments 1 Future consideration

Add Reason Code for Claim Denial due to Insurance

Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
Guest over 4 years ago in Billing & Payments 0 Future consideration