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Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest about 1 year ago in Billing & Payments 0 Future consideration

Batch invoicing by location

Allow me to select a location to bill for when creating batch invoices.
Guest over 4 years ago in Billing & Payments 1 Future consideration

Apply to copay when processing batch payments

When processing batch payments, allow me to apply the payment as a copay.
Guest over 2 years ago in Billing & Payments 1 Future consideration

ERAs

When an ERA is uploaded from the clearing house. It needs to contain full information. Sometimes, the ERAs are retraction and adjustments and the data uploaded is not containing the DOS, the reason for retraction so, I have no way to accurately re...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Edit service type on invoice

Allow me to edit the service type on the invoice without having to delete the current invoice and associated appointment.
Tami Allen over 4 years ago in Billing & Payments 0 Future consideration

Manage staff caseloads

Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Verify correct telehealth session

When I click the link to launch a telehealth session, allow me to see the client name(s) that are going to be joining the session before I enter the waiting room. Sometimes I click the wrong link, so I need to verify I'm in the right session befor...
Guest about 1 year ago in Conducting Telehealth Sessions 1 Future consideration

Quicker way to mark multiple invoices as paid in client ledger

Allow me a quicker way to mark multiple invoices as paid in a client's ledger.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Display client's date of birth on the agenda

Option to have the client's date of birth easily accessible on the agenda.
Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

Mark multiple invoices as paid in Batch Invoicing

When working in Batch Invoicing, allow me to mark multiple invoices as paid across multiple clients so I don't have to go into each client's ledger individually.
Guest over 3 years ago in Billing & Payments 0 Future consideration