Share Your Ideas for New Stuff

Simplify the client statement

Easier to understand by the client.  Eliminates the need to explain to client the charges and amount they owe.  

1.  Instead of displaying the full charge in one column and the discount in another, it would be clearer to the client to just display the net charge.

2.  Don't like that the payment shows up on a statement after it is printed.

3.  The tax ID and NPI do not need to be on the statement.  Just the pay source.

  • Guest
  • Feb 25 2020
  • Future consideration
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