Allow me to easily view the claim number in the claim tabs. When I talk to payers they typically refer to claim numbers and it would be easier to find the correct client and claim if I could search by this in TheraNest.
Instead of Charging the Credit Card Fee to me as the Provider. I'd like an option for the Client to cover the processing fees. Many businesses have the client cover the cost of processing the card.
Rather than going into each client and setting the default rendering provider allow me to assign it at the staff level, so all that staff member's invoices bill as their supervisor.
Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
Add appointment status to statement-level superbills
Allow me to include the appointment status when creating superbill-level details on a printed statement. We charge our clients if they cancel late or no-show. We also provide them with monthly superbills to submit to insurance and it could look li...
Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I ha...
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.
Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.
Add the ability to mark multiple invoice adjustments as paid all at the same time AND have them enter automatic write-offs on the invoice when they are marked paid.
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
3
Future consideration
2
Future consideration
