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Myle Customer Ideas Portal
Status Received
Created by Jennifer Teng
Created on Nov 5, 2022

Calendar > show "$" (paid) automatically

On the Calendar; display "$" when the Clinical Note related to the Appointment has been billed via payment request.


This is a time saving way to see all the patients at once to ensure they are billed. Some physicians do not follow up with the billing, this can be left to the manager or lead moa.


Yes, Portfolio does work, but if the MOA job is to ensure to check in patients, and end of day billing this is the easiest way to do so without toggling to another page, and checking "approved" and "not approved", selecting the physician, etc... This setting does not save per login. Default is specific user logged in & unapproved


Currently, the physician is manually clicking "Paid" on the appointment to signify the patient claim has been created.


Screenshot1: dollar symbols displayed = physician/user manually clicked "paid" to show the patient claim has been created. But, one does not have dollar sign.

Screenshot2: the claim has been created, the physician/user forgot to manually check the dollar sign.






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