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Vote
Ledger+History view only, never just Ledger
It would be lovely if the Ledger view was always and forever the Ledger+History view only and never just Ledger. I cannot think of a purpose to ever have the --- Patient Balance Forward --- view.
Created 30 Oct 04:56pm by Guest
Ledger
1
Needs review
1
Vote
E-mail statement or receipt
Most patients request you to e-mail receipt or statement
Created 30 Oct 02:15pm by Guest
Ledger
0
Needs review
2
Vote
isolating statements based on a specific ledger selection
We have patients call all the time who want billing statements from previous dates of service to turn in to HSA and FSA companies for reimbursement. The companies are getting stricter, and some will no longer accept a ledger printout for the dates...
Created 29 Oct 03:13pm by Guest
Statements
0
Needs review
8
Vote
Make ledgers easier to read
Ledgers are very "busy" & hard to read due to the line height / font size etc - Please adjust - Thank you!
Created 23 Oct 08:14pm by Sharman Lewis
Ledger
0
Needs review
2
Vote
Option to Print Consolidated Payment Receipts via Ledgers
It would be great / more efficient if there was a quick / easy option to print a consolidated payment receipt directly from the ledger - i.e. to reflect the total amount paid within a specific date range for income tax purposes &/or when patie...
Created 23 Oct 08:06pm by Sharman Lewis
Ledger
0
Needs review
1
Vote
Add additional filtes for the ledger page
When auditing an account, the filter to show linked transactions is great. I would be awesometo have additional filters to view only adjustments, only pmts, only charges and also only invalidated items.
Created 16 Oct 09:14pm by Jerri Haack
Ledger
0
Needs review
2
Vote
Statements- Now on bottom is prior balance, current charges new balance , Should also add outstanding ins. and amount due of at least the prior balance.
Patients get confused with these billing statements, there is not an amount due clearly on the statement. Definitely need this to eliminate many phone calls and confusion.
Created 16 Oct 02:35pm by Guest
Statements
0
Needs review
10
Vote
When sending an individual statement from ledger, add option to change the date you want to start statement from, its available for patient transaction print but not statements
There are many times someone wants a statement for a certain date start/end, would be more convenient, the ledger transactions print outs are not a statement.
Created 16 Oct 02:18pm by Guest
Statements
0
Needs review
1
Vote
Add onto ledger , dates statements sent for easy view
To view on ledger when a patient has a question about a statement received you can view when sent and review what procedures were on it and what if any were after it was sent and if payment was received after it was sent and before it was received...
Created 16 Oct 02:08pm by Guest
Ledger
0
Needs review
1
Vote
Add the ability to read the ledger notes to people without granting them adjustment permissions.
There is no ability for people without adjustment rights to read the notes being left on the ledger. This inability to read notes renders them useless.
Created 14 Oct 08:29pm by Guest
Billing and Adjustments
0
Needs review
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