Feature Requests

Ability to add all items in inventory (CLIA waived tests, ortho supplies, etc) and the ability to have them auto added to an invoice once added to the patient's chart.

would like an invoice-wide label (like “Ancillary” vs “Membership”) to show in the Invoice dropdown when adding a charge. This would allow us to charge employers/sponsors separate invoices for membership vs ancillary much more easily.

Ability for members or nonmembers to purchase a package as a gift for a non-member that can be redeemed by the recipient at a later time.

Invoices should be under the patient name not under the sponsor name with tiny text showing which patient it applies too. This is confusing for humans and the API

Charge patient for telehealth visit prior to visit to avoid booking abuse.

A view‑only role for charge items and packages feature request for non-admin staff

Adding a location to a charge will eliminate the task of assign manually a location to a specific invoice if a patient has two memberships in two different locations.

Assign charges and items to specific locations upfront.

Stop-loss carriers must have CPT codes on itemized invoices to provide payment to TPAs. Downloading PDF/XLXS/CSV does not provide that level of detail. Rather than manually adding CPT within the description, an additional column with CPT code would be great.