Billing

Allow me to apply a status to billing accounts (e.g. Active, Inactive, Collections).

Allow me to sort the Transactions page in the Billing tab. For example, I may want to sort the transactions by date so that I can view the most recent transactions first.

When viewing invoices from the invoices page, separate the paid invoices from the not paid invoices so it's easier to print the ones I need.

When printing a statement, include the name of the payer (e.g. United Healthcare) and the date of payment as a line item.

Let me know when a patient's saved credit or debit card is going to expire.

Notify me when a patient/caregiver makes a new payment on the patient portal or from a click-to-pay invoice.

Allow me to customize my invoices, such as: -Full page or half page -Adding custom text -Organizing the information to how we want it to flow

When I submit a claim, I want to be taken back to the claim list so I can continue working the list.

Allow me to select multiple claims and refresh them all at once. If I have to make a change to the patient's information, I don't want to have to go into each claim individually to refresh them.