Pending Charges needs to be more versatile. Both the pending charges list and the charge window (after opening a pending charge) needs more information to help the user process billing faster.

List
The list shows ID, Name, Service Date, Location, Provider, Created On, Created By and Details Rows.

Please add more fields or allow the user to create a custom list of the fields they need most. Some examples would be: DOB, Plan ID Name (this would be great to help the user sort insurances and put in one specific insurance before another), last appointment, and the primary CPT (Procedure) code. This allows the user to better sort and organize which billing they want to work on first when the pending charges list is large.

Charge Window (After opening a pending charge list patient)
There should be an automatic pop-up alert if the DOS doesn't have a matching appointment in PM. I'm sure this feature would help a lot of billers. If a pop-up isn't possible, perhaps some sort of indicator in the pending charges list.

A lot of providers needs to report separate billing codes or procedures for incentives. Is there a way to add a check box or an indicator to this window that would help the user keep track of reported third party incentive codes? This would be a manual process the user would have to utilize.

The provider that completed the encounter needs to show in this window. A lot of practices will use EMR settings to have a "co-signer" for encounters and some billing will be listed as the co-signer and not the rendering provider. It would help a lot if you could see the provider that did the EMR encounter and the billing provider on this window.

Lastly, can you show any payments that were posted on the same day as the DOS for the pending charge?