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Billing & Payments

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Multiple invoices from fee for service

There has got to be a way to create one superbill or CMS1500 from multiple invoices. As it is this creates far too much work. The idea with TheraNest was supposed to be that it makes things easier. I guess I will go back to creating the invoice ou...
Guest about 6 years ago in Billing & Payments 0 Already exists

Add option to show/hide refunds in "Unapplied Payments/Credits and Refunds" section of Ledger

This feature inhibits my ability to see that the client has a Credit to use. And some of our clients have quite a lot of refunds due to insurance issues or many other reasons why we would refund a client. The need to see a credit far out weight th...
Guest about 6 years ago in Billing & Payments 0 Already exists

Bill under selected demographic data - allow multiple organization data

Build a feature to allow to bill insurance under selected tax ID (organization/demographic data). We currently work with multiple insurance companies - some have our SSN and NPI1 registered and some have our EIN, Dba and NPI2. I have to change the...
Guest over 6 years ago in Billing & Payments 0 Already exists

Bulk Write-Offs

Would be great to be able to do bulk write-offs for a client.
Andrea Mills over 6 years ago in Billing & Payments 0 Already exists

Set default service types for each of your clients

Can you guys please add a default (per each client in their personal detail info) insurance code? like for example, each session e a set individual rtherapy, or individula therapy and add on
Guest over 6 years ago in Billing & Payments 0 Already exists

Easily see billing status for all attended sessions

We need a billing report that makes it easy to see who has been 1) seen, 2) invoiced, 3) submitted for insurance payment. I very much like the new "Agenda" pages, which allow you to go down the left-hand side and easily see who has been invoiced, ...
Guest over 6 years ago in Billing & Payments 0 Already exists