TheraNest Ideas Portal

Billing & Payments

Showing 16

2 VOTE

Add billing notes tab

Under billing, add a tab where I can write billing notes.

Guest about 5 years ago in Billing & Payments 1 Already exists

1 VOTE

Add a box for Tax ID on invoices

It would be great to add a box for Tax Id on invoices.

Guest over 2 years ago in Billing & Payments 0 Already exists

1 VOTE

More detailed invoices/receipts

Currently, client invoices/receipts only reflect the client amount due/balance. I'd like clients to be able to see the "full picture" of their billing including: - client amount due/paid, - insurance amount due/paid, and - write off amount with...

Guest about 4 years ago in Billing & Payments 0 Already exists

1 VOTE

Fill 32a NPI from Location in Invoice

Have the NPI that is filled in box 32a be pulled from the location chosen on the appointment/invoice. Currently defaults to whatever is in "Facility NPI" regardless of the location chosen

Guest over 4 years ago in Billing & Payments 0 Already exists

1 VOTE

Issuing credits

We need to be able to issue credits on accounts. Full and partial that get applied to the invoice intended.

Guest over 5 years ago in Billing & Payments 0 Already exists

1 VOTE

easy financial reports - cash, credit, invoiced, etc

Easy Financial Reports and other custom made reports 1. Collections by custom dates 2. Balances owed 3. Patients by referral source

Guest over 5 years ago in Billing & Payments 0 Already exists

1 VOTE

statements and archiv

Even though a client is archived, it would be nice if the billing information would still be available. When we run monthly statements, archived clients don't show up.

Guest over 5 years ago in Billing & Payments 0 Already exists

1 VOTE

Multiple invoices from fee for service

There has got to be a way to create one superbill or CMS1500 from multiple invoices. As it is this creates far too much work. The idea with TheraNest was supposed to be that it makes things easier. I guess I will go back to creating the invoice ou...

Guest over 5 years ago in Billing & Payments 0 Already exists

1 VOTE

Add option to show/hide refunds in "Unapplied Payments/Credits and Refunds" section of Ledger

This feature inhibits my ability to see that the client has a Credit to use. And some of our clients have quite a lot of refunds due to insurance issues or many other reasons why we would refund a client. The need to see a credit far out weight th...

Guest over 5 years ago in Billing & Payments 0 Already exists

1 VOTE

Bill under selected demographic data - allow multiple organization data

Build a feature to allow to bill insurance under selected tax ID (organization/demographic data). We currently work with multiple insurance companies - some have our SSN and NPI1 registered and some have our EIN, Dba and NPI2. I have to change the...

Guest over 5 years ago in Billing & Payments 0 Already exists