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Vote
Printing receipts for an individual patient and DOS that shows codes & payment
The option to print a walkout for a specific patient, on a specific date of service that shows the treatment completed with codes and the payment made that day. Currently, this is on separate forms and a walkout cannot be printed for only a specif...
Created 29 Nov 14:54 by Brianna
Statements
1
Needs review
2
Vote
Edit payment agreement
It would be helpful to be able to edit/adjust a payment agreement instead of having to start over and redo the entire agreement. For example, if a patient had run out of HSA money for the year and want to defer their December payment and make a do...
Created 30 Aug 19:49 by Guest
Billing and Adjustments
0
Needs review
3
Vote
Update fees on scheduled patients and pte
After updating a fee schedule, the fees for the patients already scheduled do not get updated, previous fees are set complete.
Created 02 Jul 21:02 by Lynn Lavigne
Ledger
1
Needs review
6
Vote
Separate the insurance portion from the patient portion on the ledger
It would make it a lot easier to know what a patient owes verses what the insurance owes on a running balance.
Created 19 Jan 22:51 by Guest
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 21:14 by Jerri Haack
Ledger
0
Needs review
1
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 14:35 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 14:08 by Guest
Ledger
0
Needs review
3
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
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 20:29 by Guest
Billing and Adjustments
0
Needs review
1
Vote
print receipt for cash payments
It would be very helpful to be able to print a receipt for a cash payment instead of a walk-out. It saves time and steps for busy offices
Created 14 Oct 17:46 by Unknown Unknown
Ledger
0
Needs review
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