Ideas

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98 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 about 2 years ago

Practice Management / Billing

1 Planned
102 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 3 years ago

Practice Management / Billing

4
11 VOTE

Change Patient Responsibility

It would help a lot if there was a way to change a payment that was applied from not going towards PR amount to applying it to a PR amount. Right now, if we made a mistake on applying it to PR, then, we have to void it and then reapply.

Created 6 months ago

Practice Management / Billing

1
3 VOTE

Search by Contact Label in Service Code Screen

It would be helpful to be able to search by contact labels in the service code screen ($ > Service codes). There are times we need to update all the codes for California employees or salary employees. This way we can pull up all CA employees, ...

Created about 2 months ago

Practice Management / Billing

0
71 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 over 3 years ago

Practice Management / Billing

5 Planned
60 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 3 years ago

Practice Management / Billing

6 Planned
45 VOTE

Email reminders for authorization expirations

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

Created over 2 years ago

Practice Management / Billing

4
52 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 about 3 years ago

Practice Management / Billing

3
18 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 over 1 year ago

Practice Management / Billing

1
18 VOTE

Allow parents to make partial payments in the portal.

No description provided.

Created almost 2 years ago

Practice Management / Billing

1