Billing & Payments

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Adjust invoice & statement addresses for mailing envelopes

Adjust the address on invoices and statements so both addresses align with the address windows on a mailing envelope.

Guest over 3 years ago in Billing & Payments 3 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 about 9 years ago in Billing & Payments 6 Future consideration

1 VOTE

View total balance due on all claim tabs

When I look at my claims I can see the filtered total balance due only for claims awaiting submission, but I'd like this available on all claim tabs.

Laura Ely 5 months ago in Billing & Payments 0 Future consideration

17 VOTE

Process international credit cards

Allow me to process international credit cards within the app.

Guest over 6 years ago in Billing & Payments 4 Future consideration

11 VOTE

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...

Guest over 4 years ago in Billing & Payments 3 Future consideration

2 VOTE

Change claim status from the client's ledger

When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...

Guest 10 months ago in Billing & Payments 0 Future consideration

7 VOTE

Make it easier to mark claims as paid when processing manually

I don't receive ERAs in TheraNest so when I process a claim manually make it easier to mark the claim as "paid".

Guest almost 3 years ago in Billing & Payments 4 Future consideration

12 VOTE

Sort invoices by date of service in client's ledger

When viewing a client's ledger, allow me to sort the invoices by date of service.

Guest about 5 years ago in Billing & Payments 1 Future consideration

1 VOTE

Allow claims submission for customers outside of the US

Allow non USA customer to submit insurance claims.

Kayla Wilson 5 months ago in Billing & Payments 0 Future consideration

13 VOTE

Display supervisor and supervisee on superbills

Allow me the option to include the name of my supervisor and supervisee on superbills because our state board requires it.

Guest over 5 years ago in Billing & Payments 2 Future consideration

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