Display CPT modifiers on superbills, statements and invoices
Currently a service code that has a modifier shows up on the invoice screen without the modifier. Only the actual service code is in the "blue" description field. We need to see the modifier on that screen when it exists.
When checking out clients, we don't always go to the ledger, and if there is an outstanding balance on their account, there is no way to see it on dashboard or calendar to remind us! What if they don't have a copay so they dont normally pay but th...
Add columns for Client Balance and Insurance Balance to Client List
On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total.
My favorite update you did recently was adding the DOB and insurance info on the left under client name. TH...
Save drafts of progress notes before forwarding for supervisor approval
When I save a progress note it gets sent to my supervisor for approval. Allow me to save a draft of the note so that I can continue editing it before it gets sent to my supervisor.
Guest
about 7 years ago
in Notes & Cases
14
Completed
Enter custom entry when "Other" is selected in "Race" field
Allow users to enter custom entry when "Other" is selected in "Race" dropdown. This will allow providers to more accurately define their clients' identities.
Client list currently shows date the client became "Active". It would be super helpful to see the date of their last appointment. This would help the clinician know if they should reach out to the client, if the client is still active, or if they ...
Add a space for primary diagnosis and a space for secondary diagnosis. In order to bill claims correctly, the first diagnosis on the initial diagnosis page is billed out to insurance as the primary diagnosis. If we accidentally have a substance us...
Allow $0 values on client's insurance details page
Prior to update, you used to be able to add a $0 to numeric fields. This includes Copay field, which triggered the word Copay on Agenda/Calendar and was a work around for customers who needed to distinguish between cash and insurance clients. Now ...
Use only client initials when alerted about a calendar change
It would be so helpful if the alerts generated when someone changes a client's appointment used client initials instead of their full name. For example, if an office manager needs to cancel an appointment for a therapist, the therapist would recei...
Our facility is undergoing accreditation with The Joint Commission. When reviewing statues, it indicates a client's "preferred language" is required in the demographics section of their chart. Would this be a feature THeraNest would consider addin...