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Billing & Payments

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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 over 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

Don't create claims for non-cpt services

If I've added a non-CPT service to a client's invoice, don't create a claim for that service.
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Customize ERA Auto Processing

We would like to be able to add adjustments codes to be auto processed on the ERA rather than having to manually process those ERAs that have these adjustments on them.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Don't refresh the invoice page after saving

When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Enter numerical value for month when adding a credit card

When adding a credit card for a client, allow me to enter a numerical value for the month the card expires rather than selecting the month name from a drop-down.
Guest over 1 year ago in Billing & Payments 1 Future consideration