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Stephanie Sanz

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  1. 7 votes

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    Stephanie Sanz commented  · 

    When exporting the client demographic report include billing info such as deductible amount, max out of pocket, coinsurance, etc.

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  2. 72 votes

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    Stephanie Sanz commented  · 

    In order to submit old claims to a presently inactive insurance plan there are many steps that the biller would need to take and this is a tedious process. I'd like to see a feature where inactivated insurance can be reactivated or the biller is given the option to select the inactive insurance as the payer to send the claims to.

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  3. 12 votes

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    Stephanie Sanz commented  · 

    It would be helpful to be able to put in both client payments and insurance payments and then write off the rest all in one screen rather than having to re-enter the invoice to complete each step individually.

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  4. 2 votes

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    Stephanie Sanz commented  · 

    Add network type with the following options:
    1. In network
    2. Out of network
    3. Out of pocket

    Include this in the exporting option in the client demographic report information.

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