Feature Requests

It would be incredibly helpful to have a dashboard category that highlights confirmed appointments for insurance clients that are missing claims. Currently, we spend a significant amount of time running manual reports to track this information. Having this visible directly on each provider’s dashboard would greatly improve efficiency and reduce the risk of missed claims.

Please allow more than one npi per organization. Organizations are required to have more than 1 NPI at different service locations, even if it is simply a PT office down the street linked to the parent organiation. Opening more than one account is problematic for so many reasons. We would pay for this feature.

Some states have in their statutes that if you have a satellite location, even billed under the same EIN, you require a different NPI. We sure would like you to have this feature.

Right now when you go in to change a claim status, the options we are given are "submitted", "paid", "rejected" and "denied". If the option to select "paid at the private pay rate" could be added, that would be great since sometimes when a claim is denied and the client pays that session at the private pay rate, we want to differentiate if a claim was paid by the insurance company or if the client paid the claim at the private pay rate after the claim was denied.

HI, is there any way of adding another claim status tab, for example, "Pending", "In Process" etc. See below

I would like to be able to submit the remaining balance from the primary insurance claim to the secondary insurance

It would be nice if IntakeQ auto populated the reference number from the original claim when submitting a duplicate or replacement or even deletion. After a claim's status has been determined by an ERA, any "edits" should automatically create a replacement claim with the original claim's reference number.

Can "deductible? be added to the drop down when manually changing claim status? Deductible is only annotated electronically.

Please consider fully integrating claims. Having to monkey around with creating an Office Ally or Trizetto account and connecting it to PracticeQ is cumbersome. You offer so many incredible features but not including this, at least as an optional add on, seems like a massive oversight.

On the claims side there are rejections for timely filing, Non-Par etc we need away to do the write off's with a reason code (allow each office to create a write off code) if the claim was rejected for timely filing, I would need a timely filing write off code for the claim to be written off towards the timely filing reason. As of now all write off's on the claims looks like everything is a con/adj write off, this would be an incorrect write offs; we would also need to be able to run a report that shows these write off's. This determines the practices losses at year end for tax purposes. On the invoice side, some patients cannot afford the balance(s) due financial issues and our provider will offer a hardship for us to write off for the patients balance-I need away to do this as well as run a report at year end for taxes. These are all considered a loss for the practice and we need to know this information.