Ensora Mental Health Ideas Portal
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Billing & Payments

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Save insurance credit cards on file

Allow me to store insurance credit cards on file for a client because this information typically doesn't change week to week.
Eitan Zerykier 6 months ago in Billing & Payments 0 Future consideration
148 VOTE

Apply batch write-offs to remaining balances due across different client ledgers

Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insura...
Marla Deibler almost 8 years ago in Billing & Payments 17 Future consideration

Save Copy of Submitted Claims

For each claim submitted, it would be nice to have a saved copy of the EDI file/corresponding CMS-1500 that was submitted. This would allow it to be referenced when: submitting a replacement or corrected claim, multiple attempts have failed with i...
Guest 3 months ago in Billing & Payments 0 Future consideration

Email Invoices to Clients from Schedule

Add the ability to email invoices associated with appointments to clients directly from the Schedule (Agenda and Calendar views).
Kayla Wilson about 1 month ago in Billing & Payments / Calendar & Scheduling 0 Future consideration

Select which organization address is displayed on Invoices & Superbills

Add an option to select which organization address is displayed on billing documents (invoices, statements, superbills, etc.); the "Send Payments To" address is not always required depending on the type of payment (self-pay vs. insurance).
Bella Barker 7 months ago in Billing & Payments 0 Future consideration

Add ability to reactivate inactive insurance

Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
Guest about 6 years ago in Billing & Payments 23 Future consideration

Automatically send invoices to clients

Allow me to automatically send invoices, superbills, and/or statements to clients.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Add adjusted contract rate in ledger

Please also add an adjusted contracted rate click under the client payment and write off. This way we could actually know what were write off's due to loss of income and what were actual contracted rate differences in reports. And then also create...
Rachael Eichhorn over 5 years ago in Billing & Payments 1 Future consideration

Retain Insured Information when updating the Relationship to insured

When updating the Relationship to insured field on the Insurance Details page, do not clear the associated Insured Information fields.
Heather Scheffler 4 months ago in Billing & Payments 0 Future consideration

Add option to "add to existing invoice" when billing appointments from Agenda

When billing appointments from the Schedule Agenda view, add an option to "add to existing invoice" in addition to the options to add a progress note and add a new invoice.
Guest 7 months ago in Billing & Payments / Calendar & Scheduling 0 Future consideration