Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.
Populate co-insurance and deductible info in the invoice
make the deductible and co-insurance actively populated into invoices and managed automatically, rather than having to manually enter the correct Patient Responsibility (whether deductible or co-insurance amount) and have to back track when deduct...
Kara Marshall
over 4 years ago
in Billing & Payments
1
Future consideration
Automatically assign staff from client when new case is created
When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
Guest
almost 4 years ago
in Notes & Cases
1
Future consideration
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".