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This portal is to capture your great ideas and improvements to the Insight platform.
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Status Future Consideration
Categories Billing
Created by Guest
Created on Aug 18, 2022

Sorting of items in Billing

Most items in billing sort ascending which can mean extra scrolling and extra clicks as most clients information exceeds the screen.

For example:
1. on the Account tab/Claims Details - it would be nice to have newest claims at the top.
2. When you go to correct a patient payment, usually it's a recent one, but the one that defaults is the oldest, leaving more room for error and more clicks as have to scroll - can this default to most current?
3. In the cash register, the receipts sort by ascending, most times we need to look at the most current - can it default to descending?

I know there are other items in the system that default this way too. And I realize we can filter most screens but it's just another click, so if we even had the choice to sort as we wish and have it hold, that would be helpful.

There are some things in the system that already sort descending, which makes sense - such as the appointments in the client editor and the date of the notes in the client editor.

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  • Guest
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    Aug 26, 2023

    I agree its frustrating when trying to view an old payment-it either gets grouped together by month regardless of the year-or you need to scroll your life away. Maybe it would be nice if the software grouped years into subtabs so you can click the older year and view them in proper order?

1 MERGED

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 w...
over 1 year ago in Admin/Billing/Reporting / Billing Settings 0 Future Consideration