Billing & Payments

Showing 373 of 2017

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 ...

Guest almost 5 years ago in Billing & Payments 3 Future consideration

15 VOTE

Customize template for emailed invoices

Allow me to create an email template for the invoices and superbills that are sent to clients.

Guest about 5 years ago in Billing & Payments 8 Future consideration

21 VOTE

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 over 7 years ago in Billing & Payments 0 Future consideration

13 VOTE

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 over 4 years ago in Billing & Payments 1 Future consideration

12 VOTE

Customize Grid option to ledger

It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?

Katie Bade about 4 years ago in Billing & Payments 4 Future consideration

8 VOTE

Search for check number in claim tabs

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.

Guest almost 3 years ago in Billing & Payments 5 Future consideration

13 VOTE

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 over 4 years ago in Billing & Payments 1 Future consideration

20 VOTE

Add a paid column in the client ledger

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 about 7 years ago in Billing & Payments 1 Future consideration

27 VOTE

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

11 VOTE

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

Allow clients to pre-pay for upcoming appointments on the client portal.

Guest almost 4 years ago in Billing & Payments 1 Future consideration

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