Billing & Payments

When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.

Allow me to batch print the CMS 1500 forms daily for all the appointments.

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.

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.

Add the Invoice Payment Status for each Client to the Group Appointment Details page with a clickable link to the Invoice. The additional information would allow Users to quickly verify the invoice and payment status for each Group member.

When using Batch Processing it would be helpful if the page showed how many claims were selected (to be added to awaiting submission). Currently there is no way of knowing how many claims were selected other than manually counting, and there is no...

Allow me to add the case number to a client's invoice or statement.