Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
Guest
almost 3 years ago
in Reporting
1
Future consideration
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest
about 7 years ago
in Reporting
5
Future consideration
It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest
over 8 years ago
in Clients & Groups
10
Future consideration
Permission to allow staff member to remove their own signatures from signed notes
Have a permission setting to allow a staff member to remove their signature from signed progress notes. Sometimes they need to make edits to correct typos, etc. and right now they have to reach out to an admin, which is a hassle when fixing small ...
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!