Add ability to apply write-offs to invoices when processing ERA payments
In the same workflow of processing and applying an ERA payment, add the ability to write-off any remaining insurance balance due and have it reflected in the client's ledger.
Add more control of editing and sending calendar/scheduling alert emails sent to clients and groups
I have a very tightly booked schedule and sometimes make mistakes and have to fix something, particularly while making future appointments. I feel this should happen behind the scene until things are right. However, people who are subscribed the p...
When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.
Add log of when statements/invoices/superbills are emailed to clients
It would be great if there was a record on each client's ledger when the last statement or invoice was sent to them. We need to be able to track dates of when invoices/statements were sent to clients in order to give them a 2nd Notice or 3rd Notic...
Allow non-admin staff members to invite clients to client portal
Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
George Coyne, III
over 7 years ago
in Invitations
85
Completed
Wanted to ask around scheduling regular teletherapy visits, it doesn't look like I have the option to schedule multiple visits when I select that it is a teletherapy session.