Billing

The font on printed invoices needs to be bigger. Right now the small font is hard to read.

If I charge a card and then later process a refund for the same card, post it as one transaction into my bank account. For example, if I charge a card for $500 and then when insurance settles I have to refund $100, post it as one net $400 rather...

As a user with centralized billing, keep the charges as a drop-down on the left sidebar instead of opening up to a full page.

Allow me to add a note to an invoice that the client can't see.

When viewing claims from the claim list, it takes extra clicks to get to the rejection message. Let me view the claim events directly from the claim list.

Allow me the option to remove the TIN and NPI from populating on a statement because I don't want parents to have that information. ​

Allow me to view the remittance(s) when posting adjudications so that I didn't have to print them to view the information.

Add a signature line on the receipt so that we can print it and have the caregiver sign the receipt.

When viewing a claim, if I click the "Return to Therapist" button, allow me to move the dialog box that appears. It currently appears in the center of the screen covering the claim. I want to be able to view the claim behind it when I type my reas...

Allow me to sort the claims that are in the Not Paid and Rejected queue by the date they were rejected or denied. Sometimes claims get rejected in a different order than when they were submitted and this would help me keep everything organized.