All ideas

When editing the "Bill To" field on an invoice, allow me to select an alternate contact from the patient's information. Sometimes the primary contact is one parent, but another parent is responsible for the invoices.

Allow me to do a quick discharge from the Document Reminders page. If we see there is a document reminder for a patient that we haven't seen in awhile, it would be easier to just do the quick discharge from there rather than go to another tab.

Allow caregivers to view the patient's statement on the patient portal so they can see all charges and credits in one spot.

Allow me to set-up the portal so that only certain portal users have access to the patient's documentation.

I want to bill a customer for a missed co-payment without having to wait for the payer's remit.

Let me assign a patient to more than one location so I don't have to give therapists access to both locations if the patient goes to both.

allow me to prevent patients from making payments through the portal even if I want them to see their invoices

I want to find a saved or default (global) report by searching for the report's name.

When viewing the list of billing accounts, allow me to use the search field to search by the "Bill to" name. Sometimes we get correspondence from the parent that has a different last name than the patient and if they don't mention their child's na...

Count the primary and secondary visit authorizations separately. We exhaust all of the primary visits first before using the secondary visits.