Allow me or my clients to update their insurance information with a future start date and then have that insurance kick in on that effective date. This would be very helpful for clients who are changing plans for the new year.
When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.
Guest
over 4 years ago
in Reporting
12
Future consideration
We have several clients whose parents are divorced and each parent has a partial responsibility for payment. Some it's 50% each, others it's more specific like 75% and 25%. I'd like TheraNest to auto-calculate the amount that each parent owes base...
Steven Clemons, Jr.
10 months ago
in Billing & Payments
0
Future consideration
Many of my client's do not check their email frequently. It would be great if the one time payment link allowed the link to stay active for more than 24 hours.