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Feature Friday Invoice Options Information Center

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Background to Feature Friday Invoice Options

Quickly review the details (what/who/when) around changes to appointments, visits, and Add name & address of a company (industrial evals), facility (senior care), school district, or workers comp program to statements. Quickly view all line items, adjustments, payments, refunds, and claims for a patient then link directly to the related our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 ... Set a specific or rolling date before which specific staff members cannot add new or edit existing Easily create, apply, and track subtypes for the preset payment methods in CounselEAR. Add clarity to your payment data in ...

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Featured Video Reports & Highlights

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Feature Friday: Invoice Options
VIDEO

Feature Friday: Invoice Options

1,113 views Live Report

Easily customize your

Feature Friday: View Audit Trails for Appointments, Visits, and Invoices
VIDEO

Feature Friday: View Audit Trails for Appointments, Visits, and Invoices

464 views Live Report

Quickly review the details (what/who/when) around changes to appointments, visits, and

Feature Friday: Merging Invoices
VIDEO

Feature Friday: Merging Invoices

624 views Live Report

Merge two or more patient

Feature Friday: Display a Specific Funding Source on a Patient's Invoice
VIDEO

Feature Friday: Display a Specific Funding Source on a Patient's Invoice

684 views Live Report

Add name & address of a company (industrial evals), facility (senior care), school district, or workers comp program to statements.

Full Guide

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Last Updated: May 27, 2026

Future Outlook

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