Feature Requests

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.

Clients with a secondary insurance have been calling because their secondary insurance is not being run and their cc on file is being charged instead. There is also no way to run a report on who has a secondary insurance out of all clients in the system.

Aetna and soon Cigna (oct 1st, 2025) are inappropriately downcoding E/M services 99214-15 codes to 99213. they are not denials but coming in as payments. Is there a way to mark or flag payments when a level of care has been changed by the payer. I have recently noticed this going through a chart review and noticed it has been going on since March 2025 with my aetna patients. They are not requesting records or asking for MDM information, just randomly downcoding and paying. So there must be a way to flag these changes in the system to help us catch this unlawful changes.

It would be nice to be able to turn notifications for when a claim gets denied.

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

Making claims able to be printed accurately in order to be mailed physically.

Please add an alert so that if someone has secondary insurance, it alerts you when creating a claim

When working in claims, it would be helpful to have a "Secondary" status in addition to submitted, paid, rejected, denied. That would help with working secondary claims.

I can not bill until note is complete. I would love for it to auto generate a draft claim when the note is complete.

Is there any way that when you click create claim it only shows you the eligible claim dates? Right now it shows dates of service that may have been paid as an invoice? The create claim list shows those dates and you can't get rid of them, even though they have been paid via invoices. Thank you.