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Billing & Payments

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Remove reply-to email when sending invoices and statements

Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
Cindy Hooper almost 5 years ago in Billing & Payments 0 Future consideration

Send a copy of a client's statement to other staff members

When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Send portal login link with 1-time payment link

If I send a 1-time payment link to a client, have the patient portal also linked in the email that they receive so if the link expires they have the link to the portal to log in and pay.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Set order of CPT codes on claims

Allow me to set the order for how the CPT codes should be displayed on claims.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Allow ERA to auto process with posted client payment

When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...
Guest 9 months ago in Billing & Payments 0 Future consideration

Alert me when a credit card is declined

Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Patient collections

Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
Guest over 5 years ago in Billing & Payments 4 Future consideration

Automatically add late fee to unpaid invoices

Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.
Guest 9 months ago in Billing & Payments 1 Future consideration

Batch payments for insurance credit cards

Allow me to run batch payments for insurance credit cards.
Guest 9 months ago in Billing & Payments 1 Future consideration

Default "Accept Assignment" toggle to yes

Automatically turn on the toggle for "Accept Assignment" on "Bill To & Insurance Info" page.
Guest about 6 years ago in Billing & Payments 1 Future consideration