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 (:

Please add the location and note status to the claims view. We cannot submit claims w/o a note, and are having to manually go into each claim to check the location.

We have patients who come to our clinic for a combination of OT, PT, Speech, and behavioral health. We get a separate authorization for each of those services. Having to edit the auth number on every claim takes a lot of extra time. We should be able to link each authorization to a specific set of appointment types.

I get my medical records requested and they need to see the procedure/CPT codes as well as the diagnosis codes. Currently we have a mixed control section where we can check off the CPT codes, but when these differ from the appointment default we have to remember to update them in both places. It would be so much easier if the notes linked to an appointment just copied over the CPT codes as well.

Create "sets" of CPT codes for each service and have them automatically assigned to all patient's appointments based on the patient's insurance provider.

For third party billing (e.g. Headway), it would be really efficient to have a tagging feature for appointments as well to show claim submitted, paid, etc. or other information rather than having to create ghost claims to track in IntakeQ. If not tags, a way to simply indicate with an invoice where in the insurance billing process a third party claim filing is and record the insurance payment to the total for the appointment without the need for ghost billing.

It would be great if we could set rules regarding claims lines such as "if payer is XYZ, rendering provider NPI should be group NPI." because we have certain payers that require us to bill under the rendering provider NPI and other payers who require us to bill under Group NPI.

Some services, like promptly, Alma, Headway, will verify that the client is in-network and inform the client what, if any, co-pay will be due at their appointment. Can we get a feature like this?

When adding services to the appointment, the up/down arrows change the unit number by 0.01 at a time. While maybe in other settings it makes sense to bill in these increments, most places bill only whole number units. Maybe this could be a setting where we can select a default of whole units?

Have the ability to store and then populate the NDC codes to easily populate onto the claim forms rather than having to manually populate the field on each claim/line item