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Status Future Consideration
Workspace Admin/Billing/Reporting
Categories Billing Settings
Created by Guest
Created on Jan 27, 2023

RELATED IDEAS

Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit INS-I-58 Sorting of items in Billing.

Change the Sorting in Billing to Newest at the top Merged

We would like to request that the default sorting be newest at the top in Billing. Once you get a repeat patient and they have been here several times, it is a lot of scrolling or resorting or filtering to get to what you need to see.


Especially with Pediatric patients that can be patients for months....


Some of the screens this is an issue on are:

  • Account/Claim Details tab, Ledger tab, Statement tab, Copay Ledger

  • Corrections / Patient Payments (sort so soonest payment at top)


It's already sorted this way for appointments in the Client Editor and the notes, so would like these other areas resorted as well. thanks!

  • ADMIN RESPONSE
    Aug 28, 2023

    Hello, and thanks for your feedback! It looks like this idea matches another idea that was submitted. I’m going to go ahead and merge these two ideas so you can follow along with its status. In the meantime if you have any further questions feel free to leave a comment here or contact Insight Support via Support Hub and log a case at supporthub.webpt.com or call (503) 525-0275 (option 2) and notify them of any issues.