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Vote
Income Tax Statements
Looking for something much easier to print off a patients payments from a period of time to be used for income tax purposes. The one we use now shows everyone from the family and includes all the insurance payments as well. Other software has the ...
Created 16 Apr 15:10 by Guest
Ledger
2
Needs review
141
Vote
Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time ofprocedure
Patient name changes should not apply retroactively to old ledger entries. Names should be locked down to reflect name at time of procedure/entry. If Jane Doe got married in Jan 2016 then all her old ledger entries should still be Jane Doe not Jan...
Created 09 Jul 04:17 by Guest
Ledger
1
Future consideration
11
Vote
automatic post "sent Statement" in Ledger once it is printed or e-billed
No description provided
Created 13 Feb 20:17 by Guest
Statements
0
Needs review
2
Vote
Font options for ledger view and payment posting
I have prescription glasses and cannot read the ledger or the payment screen without straining. I have adjusted my font in the appointment book so that is no longer a problem there. Font size options should be a must for all other screens as well ...
Created 25 Jun 15:43 by Guest
Ledger
0
Needs review
120
Vote
Completing appointment without Clinical Note
We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.
Created 09 Jul 04:15 by Guest
Clinical / Ledger
14
Future consideration
14
Vote
to be able to print a start date and end date for patient ledger rather than inputting a specific date and everything proceeding printing as well
No description provided
Created 28 Nov 21:16 by Guest
Ledger
1
Needs review
102
Vote
Split adjustment (the same as split payment)
Split adjustments in the same way that payments can be split. Allow adjustment amounts to be split among provider and family member balances.
Created 09 Jul 04:52 by Guest
Ledger
16
Future consideration
2
Vote
A forward and backward arrow that allows you to pan to the ledger and treatment plan for the next patient on the schedule
Instead of having to go between the appointment book and ledger screens or go to blue Bob and select a new patient each time you can just tab back and forth to the patients for the day. It would be much more efficient and easy for entering payment...
Created 18 Jun 17:00 by Guest
Ledger
0
Needs review
91
Vote
Default "balance forward" date for billing statements
Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.
Created 09 Jul 04:53 by Guest
Statements
13
Future consideration
24
Vote
When posting payment or checkout patient option to email receipt as well as printing.
Most patients want an email receipt vs a printed receipt for visits and payments.
Created 13 Mar 20:44 by Guest
Billing and Adjustments
3
Needs review
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