Numerous billing and other improvements

We're excited about today's release. It includes a lot of billing improvements, the ability to delete notes under certain conditions, and various bug fixes and back end improvements.

Notes

• We have added the ability for users to delete patient notes, if one of these circumstances is true:
  • If the note is in draft mode and the user has appropriate access (no change)
  • If the user is a practice admin, and is a clinical administrator or an assigned clinician for the patient

Billing

• Added ability to select a responsible party for patient billing, such as a parent. Selected contact's name will appear on patient statements. Make this selection from the patient's Billing Settings or Patient Information tabs.
• Added ability to enter a message to be printed on patient statements. Set a default message in the Patient Billing Settings page, and customize it when generating statements.
• After submitting a claim you will be taken back to the page listing other items ready for submission so it's faster to create multiple claims.
• Billing reports now show the amount insurance paid instead of how much they were billed if the rest was written off.
• The write-off report breakdown will now show the amount insurance paid instead of how much they were billed, and pointing your arrow at the insurance and patient amounts will give a total of charges, payments, and write-off amount.
• Appointment billing tab illustrates write-off amounts more clearly
• Clicking a dollar amount on the Insurance Aging Report will now list only open insurance items for the payer

Scheduling

• Updated user interface for creating practice-wide scheduled events to be less confusing

Patients

• Added indicator on Patient Information tab detailing appointment reminder warnings, such as if patient opted out of reminders or an email bounced.
• Added email icon next to patient contact email addresses