Patient Disclosures
a) From patient disclosure we need to transfer the status to an invoice. So we need a status on the invoice. A status that can be edited after the invoice is submitted. Currently the invoice cannot be edited once submitted.
b) Case # on patient disclosures, invoice ect.
c) Calendar is not popping up on disclosure search.
d)Under postage on the disclosure. There is a postage field. The postage field needs to correlate with products under the accounting system. So when you select page 1-20 the disclosure knows its 1.50. When you generate an invoice that field is passed over also.
Invoices
4) We need to be able to recieve partial payment.
5) If they refuse to pay the rest then we need to be able to right off the balance as bad debt.
6) Need delete feature on invoice.
1) Due date 30 days set as default on invoice
7)Need a better search feature on invoices. Need a search feature much like what the patient disclosures have.
9) Late fees. Calculates 25% automatically after 30 days. So we need to be able to go into the invoice and add a late fee.
Problem from last modification:
When you click view invoice on an invoice, it makes you type in a patient name.