Filter fully paid and in progress claims out of batch processing
In batch processing add the ability to filter claims that are fully paid, or in progress. Currently all claims show up in batch processing. It would be helpful if only the not submitted/paid ones showed.
Add appointment staff to claims awaiting submission
Allow me to see the appointment staff from Claims Awaiting Submission so if I have a question about the DOS or need the progress note completed I know who to reach out to.
Allow me or my clients to update their insurance information with a future start date and then have that insurance kick in on that effective date. This would be very helpful for clients who are changing plans for the new year.
It is very cumbersome to have 1 billing service type for everyone in group. Different clients are billed differently. EG- std pmt is $40, some should be billed $0,some reduced @$20,etc.
When invoices are auto generated then we must delete all tho...
Allow me to apply a discount to a client's invoice. For example, the line item might read something like "25% discount" and show the amount that is deducted from the total.
For saved credit cards that have expired, allow me to update the credit card expiration date without having to re-enter all the credit card information.
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Future consideration
