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Billing & Payments

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Increase character limit of statement footnote

Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Change POS if modifier 95 attached to service type

If the service type attached to the appointment includes modifier 95, have TheraNest change the POS code.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest 10 months ago in Billing & Payments 0 Future consideration

Write off contractual obligation

When an ERA comes back with a contractual obligation, allow me to easily write it off.
Guest over 4 years ago in Billing & Payments 3 Future consideration

Set default place of service per insurance payer

Allow me to set the default place of service for each payer because they all have their own requirements.
Guest over 4 years ago in Billing & Payments 2 Future consideration

Show zero dollar amounts on statements

Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
Sara McClure over 2 years ago in Billing & Payments 0 Future consideration

Recognize Client Payment has Already been received when using "Process Payment Adjustment"

It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Add payment note to receipt

When I apply a payment to a client's ledger, have the payment note show on the receipt.
Guest 11 months ago in Billing & Payments 1 Future consideration

Add sales tax to an invoice

Allow me to add sales tax to an invoice. We sell products at our office and need to charge a sales tax percent for these items.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Search by more than one client when creating new invoices

When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.
Guest 12 months ago in Billing & Payments 1 Future consideration