Download list of invoices from Process Existing Invoices tab in Batch Invoicing
It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.
Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
Sara McClure
almost 2 years ago
in Billing & Payments
0
Future consideration
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
Allow me to add notes to claims that are awaiting submission. I may be working some claims and waiting on things before submitting and I want to notate those claims so they don't get submitted.
