Starlain Saldana
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An error occurred while saving the comment Starlain Saldana supported this idea ·Starlain Saldana shared this idea · -
180 votes
An error occurred while saving the comment Starlain Saldana commentedAdd ability for clients to upload documents through portal (versus secure messaging). This would allow clients to send image of insurance card and other relevant documents that aren't captured in intake or dynamic forms.
Starlain Saldana supported this idea · -
1 vote
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1 vote
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5 votes
An error occurred while saving the comment Starlain Saldana commentedSigning the close note is cumbersome. The button that now simply says "Close", can you modify it to be both "close and e-sign" so don't have to navigate to a whole different page with additional steps.
Starlain Saldana supported this idea ·
Give option for automated billing steps to move through stages quicker. Currently, they sit in each stage (Create Invoice, Process Invoice, Submit) for 24 hours EACH step. We'd like the option to submit claims quicker than 3 days following an appointment using automation.