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Statements

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Email Option for Statements from Claim History

This would be useful when a statement is needed quick or is requested from the front desk.
Guest 8 days ago in Statements 0 Waiting for Review

Linking Family Statements into One

Having a way to group statements for a family to only generate one statement especially when sending out the text link.
Lyndsey Sullivan 6 months ago in Statements 0 Waiting for Review

Statement Patient Communication Preferences

Would be nice to set a patient preference for statements, SMS, Email or Print and be able to see and query by preference when running/sending their statements from Queue.
Guest 8 months ago in Statements 0 Waiting for Review

The ability to see co-pays, co-ins, deductibles paid or met on a statement

Having a statement type that shows more details is beneficial when a clinic speaks to a patients on why they owe what they owe. Being able to see the additional information makes it easy to explain that to the patient. Other EHRs provide this.
Guest about 1 month ago in Statements 0 Waiting for Review

The ability to upload file that is a copy of the EOB they get from paper checks

They want the ability to upload an EOB from a paper check into the software and have it tied to the patient's claim. This way when they are in that patient's ledger they can click on the file attached to be able to view that EOB. There is another ...
Guest about 1 month ago in Statements 0 Waiting for Review

To have a link within the patient's ledger where they can view and/or preview the ERA that is tied to that claim

Other EHRs do this and it is a quick way of seeing the ERA when looking at a patient's claim in their ledger. Currently the only way a clinic can see the ERA is in the ERA report. This means they will have to toggle between tabs to do this or leav...
Guest about 1 month ago in Statements 0 Waiting for Review

Products on Statements

A lot of our clinics sell products. Currently, there is no way to include a product balance onto a statement. Synergy Medical is a big one who could benefit from this.
Azra Karacic 8 months ago in Statements 0 Waiting for Review