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Billing & Payments

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Take me to invoice after processing payment from ERA

When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Print invoice with linked progress notes in one PDF

When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Delete inactive insurances

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...
Guest over 2 years ago in Billing & Payments 0 Future consideration

Need only one Invoice for Group Appointments

If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!
Guest over 2 years ago in Billing & Payments 0 Future consideration

Notate claims that have been auto-processed

Notate which claims have been auto-processed so I can double-check to make sure the funds were received.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Stay on invoice after applying a write-off

Allow me to stay on the invoice after applying a write-off.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Don't add copay to non-CPT codes

If I add a non-CPT code to a client's invoice, the copay is applied and then I have to manually adjust it so the full amount goes to the client.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Delete authorizations

Allow me to delete a client's authorization regardless of it's status.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled

As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...
Guest almost 4 years ago in Billing & Payments 1 Future consideration

Add "Customize Grid" section to Batch Statements

It would be nice to have more granular control over what details are included in Batch Statements, similar to the "customize grid" feature when generating Statements from the client's ledger.
Guest about 4 years ago in Billing & Payments 0 Future consideration