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Flagging past due balances in the ledger
It would be really helpful if the bottom of the ledger where the family balance is displayed would show up red if there is a past due balance. It can be hard to catch if a different family member is in or if there is other treatment already posted...
Created 31 Jul 19:45 by Guest
Ledger
0
Already exists
2
Vote
Next appointment show on statement or as a field to not print statement if appt within the week
Able to hold a statement from going out if patient has upcoming appointment
Created 29 Jul 18:19 by Guest
Billing and Adjustments
0
Future consideration
1
Vote
Quick Key for Adjustments
Add a quick key to enter an adjustment on a patients ledger. For example you can use F2 to search for a different patient. Why not use F3 to make an adjustment
Created 20 Apr 15:27 by Guest
Billing and Adjustments
0
Needs review
2
Vote
Make bulk payments easier!!
When we are in batch insurance payments, we have no access to view the ledger to research patient balances. over payments ect. It would be nice to be able to do a batch insurance payment and still go through the ledger!
Created 24 Jul 17:50 by Guest
Ledger
0
Future consideration
2
Vote
Statements for Claims Closed
Generating patient statements for only claims closed if account has an additional claim that is still open. Thus the patient can pay their co-payments on closed claims or utilize flex monies.
Created 23 Jul 14:46 by Guest
Statements
0
Future consideration
2
Vote
auto populate statement sent onto ledger when sent electronically
When you send a Billing Statement it would be great if it posted to the ledger automatically, rather than having to make up a code and document each one individually.
Created 18 Jul 22:17 by Guest
Statements
0
Future consideration
1
Vote
Simplify sending single statements
Please give the option of not having to close the pop up after each individual statement is sent. We do monthly statements but then we also send out a statement after we close a ins claim and there is a balance. This can be up to 100 statements a ...
Created 15 Apr 18:01 by Guest
Statements
0
Needs review
1
Vote
Able to post procedures without completing appointment
Currently when a scheduled appt is completed via the 'Post/Set Complete' tab, it grays out the appt on the schedule. Needs to be a way not to 'complete' or gray the appt until front office has confirmed services are correct, provider is correct an...
Created 14 Apr 22:13 by Guest
Ledger
0
Needs review
1
Vote
A report to see the top 1000 patients (by amount spent) over the last few years.
No description provided
Created 12 Apr 21:44 by Guest
Ledger
0
Needs review
1
Vote
Alphabetize procedure codes
Hello, there is currently no way to alphabetize the verbiage of the procedure codes. i.e "bridge seat, waterpik, toothbrush, etc". It would be helpful when checking out to have them alphabetized. Thanks!
Created 07 Apr 16:37 by Guest
Ledger
0
Needs review
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