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Billing & Payments

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Retain previous selection of "Send a copy to myself" checkbox when emailing invoices/superbills to clients

If I select the "Send a copy to myself" checkbox when I email invoices or superbills to clients, I don't want to check it every single time I try to email those documents.
Guest almost 5 years ago in Billing & Payments 1 Completed

Select Insurance Write-Off by default when creating a new Write-Off

When writing off ledger amounts would be great if "insurance write off" were default rather than "Client write off". We rarely write off client amounts so it means an extra click to select "Insurance write off"
Administrative Team almost 5 years ago in Billing & Payments 1 Completed

included co-insurance with billing and insurance info

Include the option of setting percentage of co-insurance on client billing and insurance information since some clients do not have a flat $ copay.
Guest over 6 years ago in Billing & Payments 0 Completed

Adjust filter results in Manual Insurance Payments without losing data

When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.
Guest 10 months ago in Billing & Payments 1 Completed

Add rendering provider NPI and supervising provider name and NPI to statements and superbills

For a client to be able to file for out of network benefits, the statements and superbills need to have the rendering provider NPI listed and, if the therapist is an associate level therapist, the supervising provider's informaiton also needs to b...
Guest almost 6 years ago in Billing & Payments 2 Completed

Show payment method on client Statements

Display the method of payment for items on the client statement (cash, credit card, etc.)
Guest almost 6 years ago in Billing & Payments 0 Completed

Move "Claims" navigation link to top of sidebar navigation

In the billing section, it automatically goes to Insurers page. It would be so helpful to not have to go down and click on claims every time I enter this section to do billing. Please move the Claims tab up ahead of the Insurers tab so that it aut...
Guest almost 5 years ago in Billing & Payments 1 Completed

Group appointments onto single claim from batch invoicing

Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.
Guest over 2 years ago in Billing & Payments 1 Completed

Stay on invoice after saving

If I'm working in a client's invoice and click "save", have it stay on the invoice instead of taking me back to the ledger.
Guest over 6 years ago in Billing & Payments 1 Completed

Add column for Client ID to all Claims grids

Add column for Client ID to all Claims grids
Guest over 5 years ago in Billing & Payments 1 Completed