Gross deposits has been taken away, but I'd like to have this option available. I prefer one deposit that shows my income, and then a withdrawal to show my expenses.
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
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
over 2 years ago
in Notes & Cases
1
Future consideration
Automatically mark submitted claims to paid claims w/o us lowering the amount we bill the insurance.
Please try to automatically mark the submitted claims as paid, when the ERAs are downloaded in Theranest. We have to manually update these claims a few times on different pages so that they will show up as paid.
I know that if we bill the amount ...
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 ...