See upcoming appointments when working in the client's ledger
Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.
Jim Kennedy
about 2 months ago
in Billing & Payments
0
Future consideration
Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
Allow percentages in addition to dollar amounts for copay column
Many of my clients are responsible for a percentage of their services as opposed to a fixed copay amount. However, I don't see a way to have that show up on the dashboard like the copay in dollars does. This would be really helpful to be able too ...
When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Allow me to edit and save changes to the CSM 1500 claim forms. Some payers require certain options to be highlighted on the form in order for it to be processed. The only way to do this is to manually edit the claim after it's been denied and resu...
20
Future consideration
9
Future consideration
