When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
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...
Add a link to the Payer ID List to the Insurer Details page that will enable you to confirm Payer IDs. This would improve the workflow to correct the Invalid Payer ID Claim error when running "Check Selected Claims for Errors" . When selecting "Cl...
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
over 7 years ago
in Billing & Payments
17
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).
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.
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
about 5 years ago
in Billing & Payments
1
Future consideration