Screen Handling | Process When Billing

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Lisa Larimer Burtis, MA, LMFT

• September 10, 2020 03:09

I am always a bit annoyed when I am working on my billing and I submit a claim and it takes me to the client's 'billing screen' and not back to the general screen of either "Unbilled Appointments" or "Insurance - Claims" screen.

 

Suggested screen handling:

 

Select Billing

Select Insurance

Select Claims

Select "prepared" Claim for particular client

Submit

Lands back at Insurance screen or unbilled appointments.

 

Thanks for considering.

 

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  Riley Dunk

  • September 10, 2020 16:29

  I second this! It adds so many more clicks the way it is now.

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  Ruth

  • September 16, 2020 03:24

  Hi Lisa and Riley,

  Thank you for making this suggestion, please add it as a feature request to our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/ .

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