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...

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 ...

It would be super helpful if there was a report that shows client credits for both active and archived clients

Hello, Suggestion: It would be ideal if we did not have to remove signatures from progress notes or delete invoices in order to update an appointment service type. Is there a way to just have the update cross over into the already signed progress...

It would be nice if we were able to assign service types to insurance payers for billing purposes

Hello, I notice that when trying to refund a client it does not allow you to refund a specific portion of the collected amount. It is not always that the total amount collected in a transaction the client gets the full amount refunded. It would b...