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Billing & Payments

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Separate insurance credit from client credit in client ledger

It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance cre...
Guest over 5 years ago in Billing & Payments 1 Future consideration

Show the last 4 digits of credit card on Superbills.

Currently they only appear on Statements, but Statements are missing other necessary items like Units and Place of Service.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Billing

I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please ...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Delete invoices in batch

In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.
Guest over 5 years ago in Billing & Payments 1 Future consideration

Filter by date of service when processing existing invoices

I use the “Process Existing Invoices” feature to add a bulk amount of invoices to Claims Awaiting Submission and this feature doesn’t have same level of filtering available as the claims view. I think being able to filter by date of service would ...
Guest over 5 years ago in Billing & Payments 1 Future consideration

Reset invoice numbers

Allow me to reset the invoice numbers or set the number from where invoices should start from.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Integrate with IvyPay

Have TheraNest integrate with IvyPay for client billing.
Guest about 4 years ago in Billing & Payments 0 Future consideration

View appointment notes on the invoice

When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Add multiple clients to one invoice or statement

As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that include...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Archive insurers

Allow me to archive insurers. I may want to keep them on file but don't want to delete them from TheraNest.
Guest over 1 year ago in Billing & Payments 1 Future consideration