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Insurance Refund and Bulk Insurance Payment Posting

We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with ...
Guest over 4 years ago in Billing & Payments 3 Future consideration

Sound alert for new practice chat message

Allow me to turn on the option to receive an audible alert when I receive a new practice chat message.
Guest over 5 years ago in Messaging & Notifications 2 Future consideration

Reorder client flags

When managing the flags in Organization, allow me to reorder them.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Schedule secure messages

After I write a secure message, allow me to set a time for when it should be sent to the client. I may want to write a message today, but not have it sent until tomorrow and I don't want to forget.
Guest almost 3 years ago in Messaging & Notifications 3 Future consideration

Customize Grid option to ledger

It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?
Katie Bade almost 4 years ago in Billing & Payments 4 Future consideration

Add Alert in TheraNest for Intake Docs Submitted

It seems the only "Alerts" coming into TheraNest itself are for payments and cancellations made through the Client Portal. I want to see more robust Alert functionality, more specifically for documents clients submit. As of now, I can only recei...
Guest about 4 years ago in Messaging & Notifications 1 Future consideration

Send invoices and superbills via secure message

Allow me to send the client's invoice or superbill via a secure message.
Guest about 2 years ago in Messaging & Notifications 2 Future consideration

Allow admin permissions without billing permissions

Allow me to give a staff member access to admin functions without giving them access to billing information.
Guest almost 3 years ago in Practice Management & Administration 3 Future consideration

Mark goal status in progress notes

When editing a progress note, allow me to mark the client's goals with a status (e.g., met, not met, etc.).
Guest almost 3 years ago in Notes & Cases 3 Future consideration

Additional signature lines on treatment plans

Allow for additional signature lines on treatment plans. For our clients that have medication the provider prescribing the medication needs to sign the treatment plan as well.
Guest almost 2 years ago in Notes & Cases 1 Future consideration