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Billing & Payments

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Apply Copays to the Correct CPT codes when grouped in same invoice (i.e. psychological testing codes)

Psychological Testing uses two sets of CPT codes 96130/96131 or 96136/96137 with "30" or "36" being the first unit of the day and "31" or "37" being all subsequent units provided on the same day. These codes must be grouped into a single invoice w...
Albert Knapp 10 months ago in Billing & Payments 1 Future consideration

Show credits and Unapplied Payments for clients more easily

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 ...
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Electronic Visit Verification (EVV)

The State of Colorado requires that any Behavioral Therapy sessions happening in the home setting and billing Medicaid must be verified via EVV. This feature was available in Accupoint that when the staff member checked in and out, that data will ...
Jacqui 11 months ago in Billing & Payments 0 Future consideration

Report showing Client Credits

It would be super helpful if there was a report that shows client credits for both active and archived clients
Guest over 2 years ago in Billing & Payments 0 Future consideration

Assigning service types to insurance payers

It would be nice if we were able to assign service types to insurance payers for billing purposes
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Removing Signatures/Batch Invoicing

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...
Guest over 1 year ago in Billing & Payments 1 Future consideration

Give Partial Refunds

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...
Guest about 2 years ago in Billing & Payments 0 Future consideration