If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
When creating a Dynamic Form and inserting the paragraph form element, make the text area larger so I can see more of what I type so I don't have to expand it every time.
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
Allow me to edit the invoice amount in the Process Existing Invoices tab under Batch Invoicing so I don't have to go back to the client's ledger to adjust it.
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
Guest
over 2 years ago
in Clients & Groups
2
Future consideration
1
Future consideration
2
Future consideration
