Feature Requests

It would be great to send an email or text from the system and have the system automatically enter it into a specific note type

Services set as "prevent insurance billing" continue to show up in the "Create a Claim" list making it extremely cluttered. Request to remove non-insurance appointments from the list of appointments on the "Create a Claim" dialog.

We sometimes need to print out a secondary insurance claim but the software does not allow balances to be transferred to the secondary insurance. This would also make it easier to check secondary claim aging.

Need to be able to fill in the CLIA ID space on the CMS1500.

Is there a feature where we can set reminders for follow up with the client?

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

I would like to be able to retrieve bulk EDI ready files so I can upload to any clearinghouse. OA is so expensive for me and this would allow me to use Availity. CHANGE healthcare being hacked has shown we have a need for options for portability of this data.

It would be really helpful if there was an Alma and Headway integration which synchronized my IntakeQ calendar and the ICD diagnoses and CPT codes for particular patients. This would make claim submission much quicker and easier. Notably it would need to be only for certain patients, since most of us who use Alma/Headway also see non-Alma/Headway patients. I imagine using tags would be best since only we would know with certainty which patients we submit through which service, though automating it based on which insurance the patient has could also work.

I'm like many that use third party billing services for insurance claims. There is no way to manage claims filed outside of IntakeQ in bulk. The current ghost claim method involves too many steps with manual entry when this could be automated. It is impractical for group practices. Being able to import 835s / ERAs is needed at minimum, with integrations with Headway / Alma, and revenue cycle management platforms such as Open Practice is preferred. This is a mostly manual process currently per the guide here.

There is no place to enter an auth number in a case and then no where to track the # of visits put toward that auth.