Document if the client owed amount has been sent to collections
Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
When a claim is rejected or denied it would be helpful if there could be a little notification/number count on that tab so we don't forget to check it.
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.
Remove reply-to email when sending invoices and statements
Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
Cindy Hooper
over 5 years ago
in Billing & Payments
0
Future consideration
Recognize Client Payment has Already been received when using "Process Payment Adjustment"
It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.
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
over 2 years ago
in Billing & Payments
0
Future consideration
0
Future consideration
