Feature Requests

Going to another source to verify benefits takes time. The Client's insurance information, date of birth, etc. is already in IQ/PQ. When we verify benefits on another platform we have to enter all the Client's information manually. Other EHRs have this as a 1-click workflow. Being able to verify benefits is crucial for medical practices. Let's make this process easier (:

Allow an option to specify the "allowable amount" per insurance company and per procedure code so that "appointment analytics" more closely aligns with anticipated payments from insurance and outstanding balances are more in-line with the actual amounts we expect to receive from insurance. Must of us bill insurance much more than they actually pay us and it would be nice if there was a simple way to get a more accurate view of this data.

The new features for managing deductibles and toggling coinsurance are nice. It would be very helpful to be enter the patient's benefit renewal date -- the date when their deductible and out-of-pocket maximums will reset -- so that this process could be further automated.

ability to add and search insurance plan by specific group number to a patient - having the coverage details rollover to each patient with the same plan

Our practice has different disciplines that service the same clients. There should be cases that can associate distinct diagnosis codes and authorization numbers with claims for that discipline. Currently, diagnosis codes associated with one specialty/taxonomy code (e.g., speech therapy) are populating onto claims for another specialty/taxonomy code (e.g., occupational therapy) and will cause denials.

There is no way to put information into Box 11b, which is where a workers compensation claim # is supposed to go. This means that I have to write it in by hand. For some work comp companies, claims can be submitted via email, and for those I have to print the form out, handwrite in Box 11b, and then scan and upload it. For how many patients I see each week, and that I do all my own billing, these extra steps are very time consuming and mentally tiresome. I'd really appreciate being able to add to Box 11b. It would also be helpful if this box could be one of the Claim Defaults options. For me personally, I'd use that claim default to make sure the patient's claim # always goes into that box 11b. Thank you!

I wanted to share some feature requests that would be incredibly useful for our workflow. These additions would save us a lot of time Insurance Features: Effective & Termination Dates: It would be great to have a section in the insurance details area of the patient's profile where we can input both the insurance effective and termination dates. Additionally, if the date of service booked is past the insurance termination date, having a notification or tag indicating the insurance is inactive would be very helpful. For inactive insurances, it would also be great if the data—such as copay, coinsurance, payer ID, subscriber details, effective and termination dates—could be stored in the insurance history for future reference. In-Network vs. Out-of-Network Indicator: A section beside the "plan" field where we can specify whether we are in-network or out-of-network with the patient's insurance plan would be really beneficial. A simple color-coded toggle or text input could help us differentiate this at a glance. Patient Responsibility Area: Having a space beside copay, coinsurance, or deductible fields to input the predetermined or estimated patient responsibility would be a useful addition. Custom Payer ID Input: Allowing us to manually input an uncommon or different payer ID than those listed (for cases like multi-plan patients) would be very helpful when handling unique insurance setups. Claims Management: Claim Number for Pending Claims: It would be a huge help to have access to claim numbers we could use to follow-up for pending claims. Currently, we can only see claim numbers once claims are paid or denied, but having this information earlier would streamline our follow-up process.

Form to request insurance info

I would love the ability to deactivate diagnosis codes that are no longer reimbursable, regardless of whether they are tied to past notes.