Split payments by family member balances. When entering a payment, allow the user to split the amount to assign portions of the payment to family members who have balances (similar to splitting a payment by provider).

Add the ability to create/add to a collection of pre-defined custom notes that can then be automatically inserted into note fields for insurance claim

At least, add an option to Save as Default for what is selected in the Enter Tax/Discount dialog box. Improve to set up taxes/discounts per patient, account, provider or billing type to automatically apply taxes and discounts by just clicking the button.

Allow users to edit an insurance claim in history. Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan. Also be able to select certain procedures attached to a claim and resend for only those procedures. [1231 4777]

Increase the character number limit for the billing statement note text (for all billing statements and for individual account billing statement note) and allow the longer note to be printed on the billing statement. [152527]

When applying finance charges, give option to skip accounts or to portion of an account balance where there is an outstanding insurance claim pending payment. [199]

Allow the practice to assign a different billing type for a member of the family, and to be able to run billing statements and walkout statements by individual patients.

Automatically assign credits to charges for a patient or account and allow the user to override the allocations to assign a portion of a specific credit to a charge.

Add an option for billing statements to include: Amount Due if Paid by (date) $ Amount Due if Paid after (date) $. The user could specify how many days past the due date the statement is late and the late charge amount to use. [163093]

Allow the user to flag an insurance claim as being partially paid when more payment is expected. Include on reports and keep claim current (not in History) and include for batch payment entry until it is complete paid. [3143 4492]

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.

Allow the office to specify which credit cards are accepted, to be included on billing statements, with checkboxes for the patient to indicate which is to be used. Also have space for the billing address and security code of the credit card. Many credit card companies are also starting to require the last three digits of the number on the back of the credit card along with the actual credit card number. Display acceptable credit card logos on statement.

Allow the user to change or edit history, even if it requires a high-security password.

Split adjustments in the same way that payments can be split. Allow adjustment amounts to be split among provider and family member balances.

For payment agreements, provide the user with the ability to add a signature for the guarantor and the office staff or provider as an option .

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of any section; change any of the text color so it stands out more; change fonts; etc.

Option to include a line for each time a billing statement has been generated for the account, within the ledger, listed with transactions; with an option to view the billing statement from the Ledger.

Add an option for the amount billed to insurance to not age for the account balance until the claim is received. Add an option for payment plan account balances to not age unless a payment is late, and then only the payment amount age. Add options for amounts to age from date of service, date of first billing, dateinsurance has paid, etc. Have separate aging for balance billed to insurance--insurance aging and account aging separate. [280]

When entering procedures, would like to just be able to type the code itself without the need to enter the starting D. [4774]