TheraNest Ideas Portal
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Billing & Payments

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548 VOTE

Client authorization tracking by date and remaining sessions

Often we are given an authorization for a certain number of units and/or sessions and need to track how many units/sessions we have left to alert us to send in an authorization request. Allow me to set this up so that TheraNest can alert me when w...
Guest over 10 years ago in Billing & Payments 87 Completed
263 VOTE

Add ability to apply write-offs to invoices when processing ERA payments

In the same workflow of processing and applying an ERA payment, add the ability to write-off any remaining insurance balance due and have it reflected in the client's ledger.
Guest almost 7 years ago in Billing & Payments 34 Completed
302 VOTE

Add log of when statements/invoices/superbills are emailed to clients

It would be great if there was a record on each client's ledger when the last statement or invoice was sent to them. We need to be able to track dates of when invoices/statements were sent to clients in order to give them a 2nd Notice or 3rd Notic...
Guest over 8 years ago in Billing & Payments 50 Completed
243 VOTE

Integrate Quickbooks with Theranest (or other accounting software)

We need a way to let our CPA keep our numbers in check without compromising patient data. It would be nice to have everything in one place without having to enter everything in Theranest as well as enter it into Quickbooks a second time for book k...
Guest almost 10 years ago in Billing & Payments 35 Completed
171 VOTE

Improve usability and customization of Client Statements

The statement needs a total makeover. Some suggestions: - Make balance due clearer to clients. Having 4 different totals at the bottom is confusing. Only need an outstanding patient responsibility total and an insurance total. The combination tot...
Guest over 7 years ago in Billing & Payments 78 Completed
236 VOTE

Check insurance eligibility within TheraNest

Allow for direct inquiry of a new patient's insurance eligibility. I can do this by logging in to Office Ally or the websites maintained by each insurance company, but it would be marvelous to have this capability built into Theranest.
Guest over 10 years ago in Billing & Payments 40 Completed
166 VOTE

Add note field to client ledger

I wish there was an area to put notes on the ledger! Some clients insurance's have different things that you have to do each time and if you don't remember to do them. It puts it back another month before payment or having to reprocess. If there w...
Guest over 7 years ago in Billing & Payments 34 Completed

Don't make me stay on the invoice after saving

Allow me the option to stay on the invoice after saving rather than forcing me to stay on the invoice.
Guest about 3 years ago in Billing & Payments 4 Completed
147 VOTE

Add ability to apply payments to invoices when processing ERA payments

Right now I have to mark everything as paid. In the same workflow of processing an ERA payment, add the ability to apply the payment to the relevant invoice and have it reflected in the client’s ledger.
Guest over 7 years ago in Billing & Payments 17 Completed

Process insurance single-use credit card payments

Allow me to process credit cards supplied by insurance companies. We have some payers that pay with single-use credit cards and I'd like to process these cards inside of TheraNest.
Guest about 6 years ago in Billing & Payments 15 Completed