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Billing & Payments

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Allow access to already existing Secure Messages when subscribed to the Archive Plan.

It would be great to have access to already existing Secure Messages while subscribed to the Archive Plan.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Adjust Margins to Print a Claim on the CMS-1500 Claim Form

Because Medicare requires paper claims be printed and received on a red CMS-1500 claim form, and because we are still waiting to be approved to submit Medicare claims electronically, I need to be able to adjust the margins when printing a claim so...
Guest about 4 years ago in Billing & Payments 0 Future consideration

currency individual

I would love to have an option to change currencies based on clients. I am from the US and have some clients from there that I see virtually that pay in USD, but I am based in Europe and most of my clients pay in Euro. Would love a way to change c...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Display both the physical and the bill to address on the invoices to appear on the

Allow me to show both the physical address and the billing address on the invoice.
Thomas The Test Engine about 2 years ago in Billing & Payments 0 Future consideration

Create invoices for the following year

At this time you are unable to create an invoice dated for the upcoming year because of the restriction by the AMA license. It would be nice for practices that do preemptive billing to be able to bill their sessions prior to the year changing.
Thomas The Test Engine about 2 years ago in Billing & Payments 0 Future consideration

Batch loading invoices into ledger

Hi there -- I've been enjoying Theranest for something over a year, and I just discovered batch invoicing. However, I'd already individually prepared several months of invoices pursuant to electronically uploading them to Docustream, I have to up...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Process credit card payments under $1

Allow me to process credit card payments under $1.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Search invoices by invoice number in client search

Expand the search at the top of the page to allow me to search for an invoice by the invoice number, so I don't have to go to a specific client to find it.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Allow email receipts without appointment notifications

Allow clients to receive credit card charge receipts without receiving appointment notifications.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Split service charge across invoices for groups

If I create an invoice for a group appointment, have the charge be split across all members of the group rather than each member getting charged the full amount.
Guest about 2 years ago in Billing & Payments 1 Future consideration