When searching a client's invoices by date, allow me to only type in a 1 digit day or two-digit year. Right now the search is too restrictive and my formatting has to be very specific.
There are certain CPT codes we don't collect a copay for (e.g., EAP benefits). Have a way for TheraNest to remind me or prevent me (and my staff) for collecting a copay if the client has an appointment with a specific CPT code.
Instead of just being able to check the box in the insurance information to include or not include the rendering provider's NPI, allow me to include or exclude the rendering provider's NPI on each individual claim.
Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult...
Provide a "map" that tells us which Theranest field populates which loop of the EDI 837.
Sometimes I can find the error in the EDI 837 but can't figure out where to go in Theranest to make the change that will correct it.
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Future consideration
