Allow me to add notes to claims that are awaiting submission. I may be working some claims and waiting on things before submitting and I want to notate those claims so they don't get submitted.
Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
Guest
over 3 years ago
in Reporting
1
Future consideration
When a claim is rejected or denied it would be helpful if there could be a little notification/number count on that tab so we don't forget to check it.
Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.
Automatically sort staff names alphabetically in calendar staff filter
By default, have the staff names in the staff filter on the calendar sorted alphabetically by last name unless I change it from my calendar preferences.
Carryover address from details tab to bill to & insurance tab
If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
