Customize Grid option to ledger
It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?
Katie Bade
shared this idea
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Kasey Bogoje
commented
I would like to be able to click on an insurance payment and see the same info that was on the processed era -
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Katie Bade
commented
Add a column to show the amount adjusted by the insurance company on an invoice so that you do not have to scroll down to see the amount adjusted.
OR (Preferred):
Have the ledger setup with columns and rows to outline the following
Date of invoice, invoice number, date of service, billed CPT code, provider, amount billed, amount paid by insurance, amount adjusted by insurance, amount paid by client, balance on owed by client.It would be nice to be able to choose various views of the ledger - for example, client's responsible balance and the view would show all sessions with a balance amount owed (while showing the insurance payments and adjustments). Also a primary insurance view - to show sessions that have paid but are pending and when they were billed. Default view to show the information listed above.
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KIMMIE TEIGLAND commented
Suggestions for improvement of the new Ledger
1. We used to be able to see payment & write off amounts on paid invoices without clicking into them - adding those columns to the grid (for both unpaid and fully paid invoices) would be awesome. It would be even more cool if the payment amounts could be broken down by insurance & client payment columns.
2. Splitting the date of service and service type column into 2 columns would allow for easier searching and would make it easier to locate service type errors.
3. The option to remove certain columns (ex: invoice date) would be very helpful.4. When I am clicked into a fully paid invoice & then click Back to Ledger, I am navigated back to the unpaid invoice list. It would be helpful if it took my back to the list I was already in instead. So when I'm in an unpaid invoice that button should take me back to that full list (the ledger home) & when I'm in paid invoices that button should take me back to the list of paid invoices.
5. When you click the Actions drop down menu, it makes the whole invoice really wide - not exactly an issue but it's weird.
6. I don't have specific fixes for this one - but the top of the Ledger home now looks weird & disproportionate. The balance fields as well as the blue action buttons just seem strangely placed/sized.