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.
If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
Guest
over 3 years ago
in Notes & Cases
2
Future consideration
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.
Allow me to add another Type 2 NPI to my organization and choose which NPI is submitted to a payer. Right now I have to create a separate location for each payer to make sure they get the right NPI.
Melissa Smith
about 1 year ago
in Billing & Payments
2
Future consideration
It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
Sharon Anchak
about 1 year ago
in Clients & Groups
1
Future consideration
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...
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
