Add link to client portal in client invoice/superbill/statement emails
When I client gets emailed an invoice it would be VERY helpful if they could click a link to portal to make payment. Within the emailed invoice it could read: "Please make payment by logging into your account at www.xxxxxxx.com or, call office to ...
Display CPT modifiers on superbills, statements and invoices
Currently a service code that has a modifier shows up on the invoice screen without the modifier. Only the actual service code is in the "blue" description field. We need to see the modifier on that screen when it exists.
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.
It would be very helpful if there a was a way to search for an ERA payment by patient instead of going down the list by payment dates?
When searching for payments sometimes I have to open many before I find what I am looking for. Have a search fu...
I would like to be able to change the place of service code on the invoice for billing without changing it on the progress note. For instance, the therapist has already completed his progress note and indicated that the place of service was 02 for...
Don't require a social security number for eligibility checks
Don't require a SSN for eligibility checks because we typically don't need it to check a client's eligibility and we have some clients who refuse to provide it.
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