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TheraNest App

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Delete invoice when viewing

If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.
Guest over 2 years ago in Billing & Payments 2 Future consideration

Increase character limit of statement footnote

Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Customize grid in payroll report

When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.
Guest over 1 year ago in Reporting 1 Future consideration

Show Rescheduled Appointments On Agenda

Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.
Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

Write off contractual obligation

When an ERA comes back with a contractual obligation, allow me to easily write it off.
Guest over 4 years ago in Billing & Payments 3 Future consideration

Search by client ID when creating an appointment

When creating an appointment, allow me to search by the client ID in addition to the client's name.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Set default place of service per insurance payer

Allow me to set the default place of service for each payer because they all have their own requirements.
Guest over 4 years ago in Billing & Payments 2 Future consideration

Share availability with clients outside of client portal

Allow me to share my availability with my clients without having them log into the client portal.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Limit number of appointments per week and per day

Add a calendar preference that provides the clinician with the option to limit the number of sessions scheduled daily and weekly.
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Report on claim processing fees

Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.
Guest over 1 year ago in Reporting 1 Future consideration