As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
Allow me to edit the invoice amount in the Process Existing Invoices tab under Batch Invoicing so I don't have to go back to the client's ledger to adjust it.
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active a...
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Future consideration
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Future consideration
