Ensora Mental Health Ideas Portal
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Billing & Payments

Showing 373 of 2019

Change warning about invoice balance when processing ERAs

Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
Guest almost 3 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 over 1 year ago in Billing & Payments 1 Future consideration

Manually mark a client's insurance eligibility

Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.
Guest over 1 year ago in Billing & Payments 1 Future consideration

uniform 'billable rate' on all invoices and then show our 'written off' amount.

We have a speech Language clinic. We want to show a uniform 'billable rate' on all invoices and then show our 'written off' amount. This is different per payor source depending on our contracts. I'd like to have a way we can show this consistently...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Add custom fields to invoices

Allow me to add custom fields to invoices that we can fill in when we create the invoice for a client.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Take me to invoice after processing payment from ERA

When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Print invoice with linked progress notes in one PDF

When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Need only one Invoice for Group Appointments

If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!
Guest almost 3 years ago in Billing & Payments 0 Future consideration

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 almost 6 years ago in Billing & Payments 1 Future consideration

Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled

As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...
Guest over 4 years ago in Billing & Payments 1 Future consideration