Remind me if client's have a credit when processing a payment
When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
Change treatment plan button to "Create/Update Existing Treatment Plan"
Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
Guest
over 2 years ago
in Notes & Cases
0
Future consideration
When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off
Rachael Eichhorn
almost 7 years ago
in Billing & Payments
1
Future consideration
Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.