WebPT Ideas and Discovery

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Bill Insurance Idea

This idea is like the EOB/ERA flag conception..... It would be nice to flag patients claims that are ready to bill.

If you go to "Bill Insurance" and then "Select Client" and you have a long list of client's to bill.... my idea is that It would be nice to be able to "flag" a client that I don't want to bill YET but stays in the queue to send to insurance. Basically to "save for later" but you don't have to completely click on the client claim line to "put it in the bucket" or click on the client claim line, then try to bill with all these other clicks to do that and then an authorization screen pops up. I want to be able to just flag a patient on the main billing screen and keep them in the queue.

 

Another example is if I have a patient that has L&I and I can't send the bill to L&I yet because his insurance hasn't opened the claim yet...,  Instead of having to click on that patient and click to bill and then it either accidentally going out or having the auth screen come up, it would be way easier for me to see if i can just flag it on the main screen.

  • Guest
  • Jan 10 2019
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