Upload files to billing accounts
Allow me to upload files to billing accounts, such as signed payment plan agreements or cash pay agreements. These are sensitive documents that not everyone should be able to view.
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Thomas C commented
Greetings,
It would be great if we could add an attachment directly to the billing account notes section. Thanks for your consideration!
Tom, Pediatric Therapy Network
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Billing Specialist T commented
Adding a place to upload a file(s) for a billing account. This would be very helpful for the 3rd party billing accounts where a centralized place to store documents for that billing account (not the patient) would help with visibility and access to authorized team members.
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Jennifer B commented
A tab in each patient billing account section, where I can upload financial documents. Some documents, such as intake sheets are fine in the files section, but those are available to anyone to anyone in our group. A place is needed for financial documents, such as income verification documents, where they could only be accessed by the billing group. Another method could be to upload documents into the files section, but only allow them to be viewable to certain groups.
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melissa commented
We need this so badly.