Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 1804

28 VOTE

Custom appointment reminders based on service type

It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It ...

Guest about 7 years ago in Messaging & Notifications 11 Future consideration

2 VOTE

Restrict staff scheduling with certain service types

To enhance the accuracy and efficiency of scheduling and billing, allow practices to configure restrictions on service types for which providers can be scheduled.

Jeffrey LaPonsie 6 months ago in Calendar & Scheduling 0 Future consideration

29 VOTE

Incorporate reason codes on ERAs

If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!

Guest over 7 years ago in Billing & Payments 3 Future consideration

14 VOTE

Set which staff member a client can schedule an appointment with on the portal

When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.

Guest over 3 years ago in Appointments & Scheduling 4 Future consideration

18 VOTE

Add Authorization number to individual claims or denials

Add the ability, in the invoice phase where rendering provider and other information can be customized, to add a specific authorization number. It is difficult to keep straight when auth numbers change- or companys are behind on paying claims. The...

Guest over 4 years ago in Billing & Payments 4 Future consideration

1 VOTE

Filter fully paid invoices from batch invoicing

Allow me to filter out fully paid invoices from batch invoicing.

Michele Reyes 3 months ago in Billing & Payments 0 Future consideration

4 VOTE

Add Organization Staff to Client Portal Secure Messages

When sending a Client Portal Secure Message, add the ability to CC, BCC, and/or forward the message to other Organization Staff members.

Guest about 1 year ago in Messaging 0 Future consideration

4 VOTE

Add appointment staff to claim tabs

Allow me to see the appointment staff from the claim tabs (e.g., Claims Awaiting Submission, Submitted, etc.) so if I have a question about the DOS or need the progress note completed I know who to reach out to.

Guest about 1 year ago in Billing & Payments 1 Future consideration

1 VOTE

Group multiple invoices onto a single claim

Allow me to group multiple appointments onto the same claim after the individual invoices have already been created. I know I can group multiple dates of service onto the same claim when creating an invoice, but I want to take the individual invoi...

Mia Perlman 3 months ago in Billing & Payments 0 Future consideration

1 VOTE

Use Stripe payments without disabling cross-site tracking

The current payment processing method requires Mac users to disable Cross-Site Tracking and Block All Cookies, but I don't want to change these settings.

Guest 3 months ago in Billing & Payments 0 Future consideration

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