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.
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.
Allow me to see the appointment staff from the claim tabs (e.g., Claims Awaiting Submission, Submitted, etc.) so if I have a question about the DOS or need the progress note completed I know who to reach out to.
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.
Allow me to turn off the ability for staff members to record credit card payments because all credit cards should be charged through our integrated payment processor.
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.
