Feature Requests

Prompt patient/user to verify billing address when recollecting payment information. We are sending billing address information to banks when we process payments, but this is not information that we ask for or verify when collecting payment information form patients. Would like the work flow to account for validating billing address information since this is information that is sent to banks and couple be accounting for higher decline rates.

When you click "view" on the membership in a patient chart, you can't see other family members on the membership unless you click "edit". Can we add that to "view"?

When a patient has paid their membership but has outstanding invoices for charges or otherwise, create an indicator on the chart profile

Ability to update default settings on MSO accounts in bulk from the MSO portal. This might include updates to notification verbiage, updating invoice settings, changing default lead sources available, adding additional advanced reports, etc.

Request a way to enter patient information and mark it as "unconfirmed," so staff can tell at a glance which details still need to be verified.

Display the patient's birthdate / DOB in the patient's invoice next to their name

Include patient's birth date on invoices

We pull payment data through https://api.hint.com/api/provider into our internal reporting. We need deposit level data so our weekly numbers match the Deposited basis your Received Payments screen defaults to. Right now we can only report on transaction date, which is a different question and gives our team the wrong answer every week.

Specifically: Federal Medicare, PO Box 100190, Columbia, SC 29202-3190.

The coupon duration dropdown currently goes up to 12 months. When a practice wants to discount an annual membership, the coupon amount is divided across 12 months. Staff then have to work out how many months to set as the duration so the total discount doesn't go over or under the amount they meant to give. An annual option in the duration dropdown (for example, 1 year, 2 years) would let practices apply the discount directly to annual memberships and payment periods without that extra math.