Feature Requests

Would like the ability to change a clients primary insurance without deleting. A start and end date would be helpful. I have a client whose primary insurance has changed but I do not have the capability of changing for future claims.

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

In the Overview where we put the insurance detail, there should be a way to archive inactive insurance and be able to retreive it in order to back track information. Currently, you have to permanently delete the old insruance completely. There should also be a field on the insurance information where we can put the effective and term date of the insurance.

I would like to see a feature added to submit secondary insurance claims. There are a lot of patients that have a secondary insurance and I have to go out of the system and manually enter them into my clearing house. That is definitely a hassle and it takes up a lot of time.

I have long term clients who over time change insurances or switch between insurance and self-pay. It would help when setting up the new insurance/payment, I could indicate a start date and the billing for the appointments reflect this. I ran into an issue where I had a client switch from EAP to regular insurance and when I updated this, my client was automatically billed for their last session even though that session had past and I just needed future sessions to be billed. Also, I notice when I switch a client from self-pay to insurance then I take steps to submit a claim, every appointment they ever had is listed when I just need the appointments listed with the start of the insurance.

All the cool kids are getting this software. Can we? Who wants to be on the phone for 20 mins to verify insurance benefits

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 (:

I would love for there to be a way to automatically populate a patient's referring provider on the claims I submit through office ally vs having to write it in each time

A downloadable file from the claim in a ".edi" file so it can be submitted via Availity to insurance

any way to get a feature to allow clients to upload the front and back of their ins card?