TheraNest Ideas Portal
ADD A NEW IDEA

Billing & Payments

Showing 353 of 1967

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 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

Adjust invoice address for mailing envelopes

Adjust the address on the invoice so it aligns with the address window on a mailing envelope.
Guest almost 3 years ago in Billing & Payments 3 Future consideration

Add ability to invoice half and quarter unit increments

For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed. We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Guest over 8 years ago in Billing & Payments 7 Future consideration

Process international credit cards

Allow me to process international credit cards within the app.
Guest about 6 years ago in Billing & Payments 4 Future consideration

Display client credits in batch payments

When processing batch payments, allow me to see if any clients have a credit on their account so I can not process those invoices.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Label copays on invoices and statements

If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.
Guest over 2 years ago in Billing & Payments 1 Future consideration

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.
Guest over 8 years ago in Billing & Payments 6 Future consideration