Add the ability to submit a secondary from the Process Payments Adjustments pop-up window
When processing payments from the Claims page, under ERA Received, it would be really helpful to have the ability to see if a client has a secondary insurance, and be able to submit that secondary claim from the Process Payments Adjustments window...
Tiffany Cornilsen
10 months ago
in Billing & Payments
0
Future consideration
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, ...
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.
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.
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...