All ideas

When viewing a remit, I want to be able to quickly view the patient's billing account.

I want to know if a portal has opened, started filling out, etc intake forms that have been sent to them.

When a change is made to a patient's payer's, keep a record of who took the action and when it was made.

I want to record that an attendance warning has been sent to a patient and track how that affects their attendance.

Allow me to add my clinic logo as a header on statements and invoices.

Allow me to set up recurring payments where a set amount is drafted from a patient's saved card or their balance is paid off at a given frequency (e.g. monthly, weekly, etc.).

Add a different documentation template (e.g. a blank template) that I can use to write other documentation such as letters of medical necessity, consultations, doctor's orders, or meeting notes. Some of these are billable services but don't fit in...

Allow me to view my schedule and appointments in other calendars, such as Outlook, Google, etc.

Allow me to carry over an unpaid balance from a previous invoice onto the new invoice.

I want the ability to send a link to view and pay invoices via text to parents or caregivers.