Lauren McGee
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146 votesLauren McGee supported this idea ·
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An error occurred while saving the comment An error occurred while saving the comment Lauren McGee commentedIs there a way to note which invoices have been submitted on the agenda? Looking for a check and balance system. If not, I would suggest an icon be placed on the agenda showing it has been submitted. And a way to run a report showing those invoices that have not been moved to the "awaiting submission" tab. Example. a therapist has not finished her note and Admin was completing submissions. The invoice was not submitted and the remaining were. How would i run a report showing invoices not in awaiting submissions?
Lauren McGee supported this idea ·
After an invoice has been submitted to insurance an icon would appear on the calendar/agenda. This feature would allow for admin to quickly scan the calendar and agenda to see if there were any invoices that still needed to be submitted, and therefore reduce the probability that an invoice is overlooked.