Billing & Payments

It would be nice if I was able to create an invoice that is not attached to an appointment or required to send off to insurance for billing. For example, we collect a monthly service fee for our active clients, however, I have to use a different p...

Some payers require a full 15 minutes of service be provided before a single unit can be billed- in our case, it's Medical Assistance in Pennsylvania. Without the option to turn off midpoint rounding, your system is virtually unusable for billing ...

I would love if there would be a report for secondary insurance. The date that it was billed, the amount, the adjustments, and the status.

Currently when adding an authorization, all services come up as an option to choose from, however, it would be best if the services that show as an option are only the services that have been "assigned service types". This way there is no way to c...

It would be great if client credits applied to client balance due is shown on the payment receipts and statements so that its clear to the client that a credit was applied to the total balance due.

Hello, It would be very helpful if there was the option to sort the dates on invoices and statements to be in chronological order, especially for printing. This has been a clients request quite often lately.

We bill weekly, it would be nice to have once CMS form to include multiple dates. Not one at a time. example: primary claim has 5 service days- secondary should have 5 service days.

I need to build a report with the following fields from Billing and Remittance (Customize Report): MRN Patient Name Primary Insurance Payer Secondary Insurance Payer (if any) Claim ID Date of Service Start Date of Service End Billed Date Billed Am...

Add option where clinical staff are not alerted regarding payments made to client accounts.

It would save time and be helpful to know which ERAs didn't automatically match to an open invoice without having to open each client's ledger. Adding a column to the customize grid option on the all clients tab to show who has payments that need ...