Point of Care Ideas

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Ability to update a visits Bill Status to "No Bill" in Reconciliation

This would be helpful during the payroll process to update a visit to "No Bill" and the reason, in reconciliation without having to cancel the visit, wait for it to return back to the linked visit screen, then making the changes, and then reprocessing the visit. This would be for any visit, for example an "Attempted Visit", that may have been mistakenly processed as "Bill" but needs to be changed to "No Bill".

  • Stephanie Roseberry
  • Mar 6 2026
  • Needs Review
Idea Background

Identifying a visit as "No Bill" during the payroll process and the ability to update it directly under the reconciliation screen would reduce the amount of time having to go back and forth with a visit just to update the bill status.

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Idea Benefit

Not having to wait for a visit to return to the linked screen to make the changes - when it can be updated directly in reconciliation.

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Strategic Alignment 2-Med Strategic Alignment
Compliance Risk 1-Low (Limited impact, focused level)
Time Criticality 1-Important but no specific completion date
Business Impact 1-Low (Small group of users or non-critical process)
Cost Savings 2-Med (Medium Cost Savings)
Strategic Priority 3-Medium
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