Please allow for the function in the "Process Existing Invoices" tab to sort without self-pay, or with the ability to sort by "Note Unsigned", or at lease turn the Signed Note a different color (green). This screen is a bit clumpsy and awkward.
This would be great for Batch Invoicing new invoices! We do not bill until the note is signed, so it would be amazing if we could filter the list to appointments where the notes are signed. The note status already appears in the list, but having to manually select or deselect them is a bit of a pain.
In an ideal world, staff would update appointment statuses and complete progress notes right away; however, the reality is that this is not the case. We have a policy of billing only signed progress notes to ensure that the scheduled service was actually provided. The billing process would be so much more efficient if there was an option to sort batch invoicing by signed notes. Because we have about a dozen providers now, it is time consuming to sort through their appointments manually in batch.
