Feature Requests

Ability to submit claims for secondary insurance for remaining balance owed after primary insurance has been paid

Cash Pay Category. It would be nice to have the option to have a category to add a patient to for Cash Pay. Then populate their fee schedule and send it out like when billing insurance. This way, the biller can just check/verify the claim is correct and then send it out (thus invoicing it and either auto pay if payment is setup, or bill out to the patient via email/invoice.)

I am in horror right now at your current prioritization of credit balance withdrawals versus the medical aesthetics industry standard of charging the patient's credit card on file for their monthly membership dues. It should be a CHOICE that we set up on our end based on our PATIENT'S PREFERENCES, not YOUR prioritization. We often run treatment promos and holiday specials during which a patient can pre-pay for certain procedures at the promo rate and we use the credit balance to store their "Beauty Bank" funds. These are very specific dollars that go to very specific treatments at very specific prices. When a patient's monthly membership dues are withdrawn from the set credit balance, I have no new dollars coming in externally (which is the point of memberships), and the credit balance is now delinquent in funds, so that when a patient comes in to redeem their discounted treatment with their pre-paid funds --- they no longer have any money left! Can you imagine the fury? The monthly membership dues are supposed to be ADDED to the credit balance (which I do manually on my end), not take away from it. Additionally, my reporting will be completely inaccurate because I have to turn in all "unredeemed" dollars to my accountant (the credit balances of every patient) which aren't recognized as income until the patient actually has the treatment and we withdraw the funds from credit balance at the time of service. Without changing your current system and offering the choice of credit card vs credit balance, I will not be able to accurately account for pre-paid purchases for our patients. And ultimately will have to stop offering my membership program, lose clients to competitors who do offer memberships, and possibly go out of business. Please update me when you have corrected your system. This is urgent Sincerely, Elise Wilcox, PA-C Alchemy Medical Aesthetics

A list of patients broken down by their insurance would be great. If it's already available please forgive, however I cannot find it. Example: 36 active patients have UMR, etc

Can we have taxes set up on recurring payments for those of us that run a subscription model? Thank you,

Integration with Claim MD Billing Software ; Claim MD is a very user friendly billing software and easier to work with compared to office ally.

We would like to request a feature where, if Auto Charge is set up in IntakeQ, the system sends a daily summary to each clinician, detailing what will be charged for their sessions that day. Ideally, this summary would be sent before the scheduled Auto Charge time (e.g., by 10 pm each day). This feature would be extremely helpful for catching any errors and ensuring that all charges are accurately captured. We have seen a similar feature in Simple Practice, where their evening summary includes session charges and indicates whether notes have been completed. Can IntakeQ implement a similar daily summary feature?

The current functionality for this does not exist to my knowledge. The only way to charge a deposit is to create an invoice with the procedure and cost and manually enter a charge for the deposit amount, adding "deposit" in the notes section. These are extra steps for every single booked appointment, some of which have different deposit amounts, which presents a large opportunity for error. It would be great to apply the same rules and functionality that exist for online booking to these appointments. Perhaps a "special question" added to an intake form could be "pay deposit"-- State the deposit, refund policy, and payment options. Patients cannot submit the form until the deposit is processed.

Please add dropdown menu for modifier codes

It would be very beneficial to have one spot where you can see all of the charges and payments made to a patient account. So if an insurance claim is made and a subsequent payment received, and on a later date the patient made a cash payment for a co-pay, co-insurance, deductible, etc., there would be one place where you could see all of the charges and payments to the account. As is right now, the only way to do this is to create an invoice and log a payment on the invoice, but the problem with this is that by doing it this way, it renders the income reports inaccurate because payments are shown as entered twice. So it would be great to have one spot where you can see all the charges and payments, no matter where the payments come from, are made. Thanks!