Set how far out clients can book appointments on the portal
Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
Many of my client's do not check their email frequently. It would be great if the one time payment link allowed the link to stay active for more than 24 hours.
It would be great to view the EOB in TheraNest not just the ERA adjustments. You can view these through any clearinghouse, however since Apex is integrated in TN we cannot view the actual EOB. It is easier for some to see the EOB in a pdf rather t...
When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
Guest
over 7 years ago
in Notes & Cases
5
Future consideration
Set different times for each type of appointment reminder
Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.
Bulk apply write-offs to invoices when processing ERA payments
When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.