Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.
If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.
Karambir Khalsa
4 months ago
in Clients & Groups
0
Future consideration
Filter by one or more appointment statuses under batch invoicing
Allow me to show/hide invoices that are linked to no-shows, rescheduled, and canceled appointments when using the batch invoicing feature. I may want to hide them all or only hide cancellations.
Add ability to duplicate existing appointment and appointment details
It would be helpful to be able to copy a calendar appointment and maybe drag it to another date and time on the calendar, without having to input all the information again.
Show payer from insurance ERA payments on payment details
I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment.
I would also like to be ...
2
Future consideration
