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.
This would be VERY helpful especially as we manually bill using the Ledger many times. A default setting of 30/60/90, etc. that affected the Ledger billing statements too would be helpful.
I am always having patients ask "Where is the balance forward from?", because often times, we were waiting on the insurance claim to come back and by the time we recieve it, the patient has forgotten their last visit. A simple "balance forward from DOS:-------" would be VERY helpful! Limit the frustrations from patients and staff.
I constantly have patients asking what procedures they're being billed for. Most insurance companies do not pay quickly enough for the 1 month default to be helpful. Would be great to have this date be customizable. This could be useful for health saving account payments to prevent freezing on their accounts for suspicious activity.
Yes this would be great! This keeps from printing off a ledger so that they can see what bill is pertaining to. Also Print the up coming appointments on the billing.
Billing statements need a cutoff date. For example, when generating billing statement i only want to send statements to the patient who have already been processed and accounts have been verified for accuracy by our billing staff.
yes would really appreciate this feature. For example If I am entering an insurance payment in the ledger and it took over a month to receive this payment I would then like to balance bill the patient by just printing the statement and have it show the actual treatment instead of balance forward, because then I would have to go out of patients ledger and into billing and change the balance forward date there. Too much work. also if a patient makes a payment and wants receipt I would like treatment to show...
This enhancement would be extremely helpful. Patients often call asking what the "balance forward" is for. It takes too much time to generate a custom billing statement from the office manager, so having the ability to set the balance forward date from the ledger statement option would be AWESOME and a huge time saver for our office staff. Thank you!
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This would be VERY helpful especially as we manually bill using the Ledger many times. A default setting of 30/60/90, etc. that affected the Ledger billing statements too would be helpful.
May of 2022 and we still seem to be having this issue. When will it be implemented?