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Pull forward the date from the CARC transactions as the payment date

When posting payments manually, pull the date from the CARC transactions and pull it forward as the payment date. When we manually post a payment and then add our Claim Adjustment Reason Codes, each CARC code has a date, which is the payment date/...
Cindy Hooper 5 months ago in Client & Billing Details 0 Future consideration

Specify who receives notifications for portal payments

When a client makes a payment on the portal, the staff member assigned to the invoice will receive a notification. Allow me to specify who receives this notification because we only need certain people to be notified.
Guest almost 4 years ago in Messaging & Notifications 2 Future consideration

View appointment status on printed agenda

Show the appointment status when I print the Agenda so I distinguish the canceled and no-show appointments.
Guest almost 2 years ago in Calendar & Scheduling 2 Future consideration

Set when I receive reauthorization reminders

If I choose an authorization end date, allow me to set how far out I receive the reauthorization reminder. Currently, if I set the authorization end date, I will receive a notification or email 7, 30, and 60 days out from the Authorization expirat...
Guest over 3 years ago in Practice Management & Administration 3 Future consideration

Allow admins to receive all authorization reminders

As an admin, allow me to receive all authorization reminders without having to assign myself to each client.
Guest about 1 year ago in Billing & Payments 1 Future consideration

Adjust invoice address for mailing envelopes

Adjust the address on the invoice so it aligns with the address window on a mailing envelope.
Guest about 3 years ago in Billing & Payments 3 Future consideration

Pop-up alerts when accessing a client's details

Allow me to create alerts that pop-up when anyone navigates to the client's details.
Guest almost 3 years ago in Clients & Groups 2 Future consideration

Require payment before scheduling on the client portal

Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.
Guest over 2 years ago in Client Portal Payments 2 Future consideration

Edit multiple clients at once

Allow me to edit some of the fields found in the client's details for multiple clients at once.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Set default forum for appointments

Allow me to set whether the forum will default to Telehealth or In-Person when creating a new appointment. I only conduct sessions via telehealth, so I need to change this every time I create an appointment.
Guest about 3 years ago in Telehealth Appointments 1 Future consideration