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Billing & Payments

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View claim history from ledger

When viewing the client's ledger, allow me to view the history of claim so I don't have to go to the claim tabs and find it.
Guest about 4 years ago in Billing & Payments 1 Future consideration

Allow clients to pre-pay for sessions on the client portal

Allow clients to pre-pay for upcoming appointments on the client portal.
Guest over 3 years ago in Billing & Payments 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 ...
Guest almost 7 years ago in Billing & Payments 0 Future consideration

Select email address when sending superbill

If I see a patient (child) but send their superbill via email to another person (parent), I would like to have email addresses for both in my database. When I go to email superbill, it would help if I could pick which email address from a drop-dow...
Guest almost 10 years ago in Billing & Payments 3 Future consideration

Populate authorization on the invoice based on the date of service

Have the authorization populate on the invoice based on the appointment date of service. Sometimes I may create an invoice for a past appointment and the insurance has changed.
Guest 4 months ago in Billing & Payments 0 Future consideration

Customize template for emailed invoices

Allow me to create an email template for the invoices and superbills that are sent to clients.
Guest almost 5 years ago in Billing & Payments 8 Future consideration

Add copay to ERA received claim tab

When viewing the ERA received claim tab, allow me to customize the grid to view the copay.
Guest over 1 year ago in Billing & Payments 1 Future consideration

add area for insurance adjusted rate

when recording payments from insurance companies, the eob includes their adjusted (less paid) amount. this should not be recorded as a write off but an insurance adjustment. write off is a debt expected but not paid. Add a link next to write-off t...
Guest over 9 years ago in Billing & Payments 1 Future consideration

"Applied to Deductible"

Under submitted claims status it would be nice to have an option to chose "Applied to Deductible" to make it more clear from the ledger what actually took place with a claim that was not rejected or actually paid by the insurance company but was a...
Guest about 4 years ago in Billing & Payments 1 Future consideration

Search insurers when adding an insurer to a client

Allow me to search for insurers when adding an insurer to a client so I don't have to scroll through a long list.
Guest 9 months ago in Billing & Payments 0 Future consideration