Billing & Payments

Showing 353 of 1967

Automatically send client superbill when credit card is charged

Allow me to send a superbill to a client when payment is collected.

Guest almost 6 years ago in Billing & Payments 13 Future consideration

Ability to manually mark a claim as submitted

There are times when you have to print off a claim and fax/mail it to the insurance company rather than submit it electronically. There is currently no way to track this in Theranest. It would be nice to be able to manually mark a claim as submitt...

Guest over 7 years ago in Billing & Payments 20 Started

77 VOTE

Automatically apply ERA check number to payment number on invoice

Please add check number of the insurance payment when processing the ERAs on my behalf.

Guest almost 8 years ago in Billing & Payments 9 Future consideration

37 VOTE

Email payment receipts

After I process a client's payment, allow me to email them a copy of their receipt.

Guest almost 4 years ago in Billing & Payments 5 Future consideration

2 VOTE

Change claim status from the client's ledger

When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...

Guest 3 months ago in Billing & Payments 0 Future consideration

34 VOTE

One-time payment link for entire balance

It has been mentioned before but for some reason I can't add my vote to support it. PLEASE make it possible to send a 1-time payment link to a 3rd party for the total client balance due. Having to send a separate link for each invoice is a pain fo...

Guest almost 4 years ago in Billing & Payments 1 Future consideration

3 VOTE

Add billing automation exclusion rule for secondary payers

In the Billing Automations, add an additional exclusion condition to Automated Invoice Processing for secondary payers. Not all secondary insurances are able to be submitted via TheraNest.

Elizabeth Marnix 4 months ago in Billing & Payments 1 Future consideration

74 VOTE

Enable monthly superbill generation

Similar to simple practice that allows you to automatically generate monthly statements or superbills.

Guest over 8 years ago in Billing & Payments 23 Future consideration

22 VOTE

Show clients flags on ledger

Allow me to view the client's flag(s) when on their ledger.

Guest over 2 years ago in Billing & Payments 8 Future consideration

1 VOTE

Customize the cancellation fee per client

Allow me to create different cancellation fees for each client.

Guest about 1 month ago in Billing & Payments 0 Future consideration

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