Ideas

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93 VOTE

Pending and Remaining columns in the authorization module reflect only future dates

Currently, if an appointment is from 2 to 4, and if the therapist gets to the house at 2:30 and works until 4, she will convert it for 2:30 to 4 at the time of conversion, even though the original start time on the appt was 2. This makes it so tha...

Created over 1 year ago by Guest

Practice Management / Billing

1 Planned
95 VOTE

ability to post unapplied credit

Ability to post a credit to a client’s account which would sit in “unapplied” to later be applied to single line items once charges are generated.

Created over 2 years ago by Megan Summer

Practice Management / Billing

4
65 VOTE

Warning for provider self-overlaps prior to saving timesheets.

At timesheet level, want a warning prior to saving a timesheet if the provider is overlapping a timesheet entry with his/herself. The user should be forced to review and maybe check a box prior to saving the overlapping entry. This can help prev...

Created almost 3 years ago by Guest

Practice Management / Billing

5 Planned
56 VOTE

Modify billing without losing client signature

Currently, if a staff member makes a billing error & collects a client signature, and then we correct the billing error (by perhaps adding or deleting a billing code) we lose the client signature that was collected for part of the appointment....

Created over 2 years ago by Lauren McKee

Practice Management / Billing

6 Planned
36 VOTE

Email reminders for authorization expirations

It would be very useful so supervisors will be made aware when they have reports due.

Created almost 2 years ago by Guest

Practice Management / Billing

3
45 VOTE

Have a way to track RBT supervision to ensure the RBT is getting their 5%

All RBTS and their supervisors would benefit! We would be able to pull a report that shows: # of hours worked this month % of those hours that count for RBT supervision (and where that it in relation to the 5% needed). Ideally, it would show a...

Created over 2 years ago by Guest

Practice Management / Billing

3
3 VOTE

Separate sales adj from payments for invoicing

Currently, Sales Adjustments are incorporated into the Paid totals on an invoice (as sales adjustments are considered a "payment type". This doesn't seem intuitive when looking at an invoice with sales adjustments included, as it appears the payor...

Created 2 months ago by Guest

Practice Management / Billing

0
1 VOTE

Misleading Mailing Address

On the Client's Dashboard, the facesheet includes the "Mailing Address" that is set within their basics. However, this is misleading when you are generating invoices for the client. When you generate an invoice such as a client or PR invoice, the ...

Created 24 days ago by Janine van Dokkum

Practice Management / Billing / Dashboard

0
13 VOTE

Ability to mark invoice as paid

Currently in the invoices module, there is not an option to mark the invoice as paid if I ran the payment. It only shows as paid if a client logs into the portal and pays it themselves. I would be helpful if we had the ability to check off as paid.

Created 10 months ago by Brooke Trayer

Practice Management / Billing

0
13 VOTE

Filter Indirect vs Direct Code in Timesheets

Each activity should have include if the appointment was direct or indirect at the time of creating/converting the appointment. In timesheets, we should be able to filter activities per client for both direct and indirect hours. Some insurance com...

Created 11 months ago by Christina Ramos

Practice Management / Billing

1