Merritt Jolene
My feedback
9 results found
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106 votes
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12 votes
An error occurred while saving the comment -
19 votes
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20 votes
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137 votes
An error occurred while saving the comment Yes please, as well as applying the copay, deductible, & coinsurance to the client amount owed as well. We still have to go back in each client ledger to see if the client amount was applied correctly.
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68 votes
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12 votes
An error occurred while saving the comment It should be possible to work on archived clients and write off old balances without having to unarchive them, just to re-archive them again.
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55 votes
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16 votes
Yes, it would be great when posting/entering insurance payments I can post the payment, write off, and change the client's responsibility all in one screen instead of having to navigate back to the invoice to change the client's responsibility, then enter the insurance payment, then go to write-offs to write off the insurance adjustment. It take a tone of time and extra clicks.