My Clients Plus
82 results found
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Payment forms
I am excited to see that we now have the ability to print receipts from card payments. However, it would be great to be able to enter a client's cash/check payment for recording purposes as well in order for them to get a printed receipt. Currently, we have to write out paper receipts for cash and check payments.
5 votes -
Be able to make changes or updates to posted payments
I want to be able to make changes or updates to posted payments when payers reprocess claims.
101 votes -
Allow for two responsible parties
When working with children of divorced parents, we need to be able to split the copay responsibility between two parties.
6 votes -
Copy duplicate billing codes
When adding a new provider account, we want to copy all of the billing codes from an existing account to the new account. Some of the billing codes are duplicated because they are for different payers. Please allow us to copy duplicate codes.
2 votes -
Post insurance overpayments to the charge line for later refunding.
I need to be able to post insurance overpayments to the charge line. Otherwise, how will I track these payments for refunding later?
8 votes -
Sort by name when invoicing
In the "Invoice Clients & Insurance" tab, it would be great to be able to sort the list of clients by name instead of the date. It would allow us to be sure we have included all sessions for a super-bill.
3 votes -
Highlight lines in Payments received & Adjustments
When entering payments... especially from insurance when one check can apply to numerous clients and sessions... the line on which the mouse is hovering does not get highlighted or change color (it does when in Client Sessions and the financial page for each client). Because the text ends up so small and some clients are billed for more than one CPT per session, it would be very nice if the line were highlighted so that it was easier to see which hand was about to be clicked.
5 votes -
Print invoices without aging information
I am wondering if there is any way that we can choose not to print the aging on our statements. Since it doesn't bill the client until after insurance has paid etc., there is a delay as far as aging.
4 votes -
Show session date on credit card payment screen
Every time I charge a credit card, I must enter the session date in the two Notes fields in the credit card payment screen. If I don't do that, the patient gets an email for a charge with no session date. Please automate this and save us a great deal of data entry.
2 votes -
Client Statements
We would like the client statements to reflect all of the information that is on the Account Activity by Client screen, including the ERAs or EOBs showing payments, etc., and non-payments and reasons. For client payments, we would like to see which sessions the payments were applied to.
26 votes -
Remove aging on an account
We have problems with clients getting angry when they receive a statement showing the aging as it shows aging from the date of service versus the date we start sending statements after insurance paid the claim.
2 votes -
For clients with the same Diagnosis Codes (provider types), we should be able to export and import into different accounts
For clients with the same Diagnosis Codes (provider types), we should be able to export and import into different accounts. I have two PYSCH clients and it would be a lot easier to grab what I have already inputted from this massive list @ https://icdcodelookup.com/icd-10/common-codes/mental-behavioral-health, rather than having to put this in manually again for a separate client. XML or CSV or whatever.....
1 vote -
Secondary insurance payments
Please, please make a way to click on electronic EOBs to post secondary insurance.
25 votes -
Allow us to add our logo to invoices
Allow us to add our logo to invoices
11 votes -
Secondary Insurance electronic billing
We need to be able to bill secondary insurance for add-on codes.
6 votes -
Add a column for modifiers
When looking at a particular day under Client Sessions, please add a column for at least one modifier. Several of my patients are billed for two CPTs per day. However, I can't be sure I added the -59 modifier unless I actually open up each session and double check. Being able to see at least one modifier when looking at every appointment for the day under Client Sessions would be very helpful and convenient.
3 votes -
split screens
It would be very helpful to be able to have split screens or some way to switch between tabs/screens when working, posting and comparing information between two tabs (i.e. ERAs and payments received, or patient statements and reports)
6 votes -
Print Group NPI on Statements and Invoices
I actually need both the Individual NPI and the Group NPI to show up on the Client Statements so that Clients can submit their statement for reimbursement. Currently only the individual NPI is displayed.
4 votes -
Mark payment on account, not for session
in the new session screen, it would be helpful to have a tick box next to payments made at session that would withhold it from the billing but not from the payment tracking system. Insurance companies will often send payments to members if the paid at session is more than the copay.
16 votes -
Out of network billing claim deletion stay in balances due you
It is confusing when I go to delete a claim, it takes me out of balances due and then I have to re-enter to go back and delete another claim or check the other claims. Can you make it so that it just deletes the claim that was not accepted and not leave that page? Please :)
1 vote
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