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Release Note – May 7, 2015

New Features and Enhancements

New Invoices Report (Beta Version)

The new "Invoice Totals Report" allows you to see the sum of all invoices and all refunds for selected providers, in a specified date range.

  • You can find the "Export Totals Report" option in the Invoices dashboard under the action menu (menu_icon) in the top right corner.
  • Please note that:
    • PortalConnect membership invoices are NOT included in the total.
    • Only successfully collected invoices are included in the report (pending, voided, due or problem invoices are NOT included).
    • For cash and check payments, refunds only show if the invoice payment date is in the specified date range.
    • For credit card payments refunded before the payment was settled, refunds only show if the invoice payment date is in the specified date range.
    • For credit card payments refunded after the payment was settled, refunds show if the refund transaction date is in the specified date range.

Plus: bug fixes!

Hello Health User Community: exchange Share
While these features will be updated, the same high-quality functionality you expect from Hello Health remains. Please feel free to post questions and discuss your experience with Version 7 in the Hello Health User Community.

Hello Health User Community: contact Speak
If after using our tools you need additional help, please contact our Customer Support Team. You can reach us by email at support@hellohealth.com or by calling 1-866-779-1536.

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