Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
Hide canceled and no-show appointments when creating batch statements
Allow me to hide canceled, no-show, and rescheduled appointments from appearing on batch statements. We give superbill-level statements to our clients to submit to insurance and having these appointments on there is causing some confusion with the...
After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Disallow input of non-approved items in mental status exam section
Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas
7 months ago
in Notes & Cases
0
Future consideration
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
0
Future consideration
