Feature Requests

Keep a log of authorization codes accessible for reference.

the ability to attach logs from the register to invoices for reimbursements would make exporting easier so that it's one page instead of multiple.

Ideally, you would have the authorization plan as the central location for all billing information. This would be connected to the Facesheet and interact both ways. This would be the central location for adding payers, rates and billing plans and you would only do it once. Right now you have to add participants to rates, billing plans and assign them a payer under the participant screen which is redundant and leaves room for user error to miss assigning them. You would also have private pay listed here. It would pull the email for the invoice automatically into the payer field from the admin summary without having to add all contacts as payers since that clutters up your payer screen. Additionally, you would be able to sort by payor source here and just go through the anthem participants one by one for example. Also the ability to sort by unassigned would allow easy identification of new admissions that need to be assigned a payer, rate and billing plan. Lastly, you could include account balances and admission/discharge dates here. It would be a one stop shop for all things related to participant billing for each and every participant.

When showing register logs while generating an invoice, display the total accumulated register log time for each entry alongside the sign-in and sign-out times. This would make it easier to quickly verify whether a participant attended for a half day or full day.

On the claims tab, the payer is listed as one of the columns of information. Can that column also be added to the invoices tab? It would help with easily identifying them without having to select the filter option.

Option to include invoice item notes in the PDF export so the notes are visible on the exported invoice.

Having to open each invoice and add payments is time-consuming. It would be hugely beneficial if there were a way to run payments for multiple invoices at once.

In the Authorizations Plan, categorize the drop downs in alphabetical order for rates and billing plans. The Payers appear to already be listed in alphabetical order. I would also request that every drop down and list be in alphabetical order. While you do have the excellent feature to begin typing and reduce the list, sometimes it is easier to use the drop down list but for it to appear in alphabetical order.

Enable partial credit card/ACH payments by adding an option to enter a custom amount to be charged before sending the payment link

Self-service options for payment of past invoices or reviewing past invoices for printing are limited and require the payer to contact the Center, creating additional workload for the accounting/collections department. There is no option as of today, for a centralized portal where a user can review all invoices paid or unpaid and manage their invoices.