Set default service types for each of your clients
Can you guys please add a default (per each client in their personal detail info) insurance code? like for example, each session e a set individual rtherapy, or individula therapy and add on
Easily see billing status for all attended sessions
We need a billing report that makes it easy to see who has been 1) seen, 2) invoiced, 3) submitted for insurance payment. I very much like the new "Agenda" pages, which allow you to go down the left-hand side and easily see who has been invoiced, ...
We need statements that allow for multiple therapists to be listed. This is helpful in supervisor/supervisee situations and when there is a joint session with another therapist
Show more authorization details when selecting the authorization on the invoice
On the invoice screen, show the dates and service type(s) related to the authorization number on the dropdown where the user chooses the primary auth to link to the invoice.
Add notes to invoices that are not visible to clients
As a biller, allow me to add notes to invoices that can only be seen by our staff and not the clients. We may need to add a note about the progress of a payment, issues with insurance, etc.
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Already exists
