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...
Include session start and end times on progress notes
Allow me to enter the start and end time of the session on a progress note because payers require this and it's easier to enter the times than adjust the duration.
Guest
about 8 years ago
in Notes & Cases
34
Completed
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.
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...
Allow me to schedule recurring telehealth appointments that doesn't require me converting individual appointments because converting individual appointments can be easily missed/forgotten about.
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.
Display mini gregorian calendar in new appointment modal
instead of having to choose the month then date without looking at the calendar. It would be great to click on the date and SEE a full calendar when scheduling clients. I always need to have my phone or other calendar to see if I am choosing the c...