Revenue Report Updates, Scheduling Improvements, and more!

In addition to squashing bugs and various minor tweaks here are the highlights of today's update:

Improved Revenue and Write-Off Report

• Allows for searching by direct payment or by all in-network or all out-of-network items
• Allows filtering by location for practices with multiple locations
• Allows searching by direct payment type: credit card, cash, check (Revenue Report only)
• Now includes money that was received but not allocated to a charge (Revenue Report only)
• Replaces "no insurance" when grouping by payment method with cash, credit card, and check totals (Revenue Report only)

Scheduling Improvements

• Smarter at determining if an appointment was canceled or missed based on missed appointment note
• Better interface when entering longer descriptions for scheduled events
• Warning if attempting to cancel a group session that has already had billing activity

Insurance Types are Configurable

• Insurance types are now configurable for payer. For example if you are trying to submit a Medicare claim to a BCBS payer, you may need to change the insurance type to Medicare (or create a separate payer with the same payer id but alternate setting). This doesn't affect most practices but if you were having this problem you can now resolve it.