TheraNest Ideas Portal
ADD A NEW IDEA

Billing & Payments

Showing 353 of 1967

Add appointment location to superbills

When printing the superbill, include the location of the appointment(s).
Guest over 3 years ago in Billing & Payments 0 Future consideration

Specify Balance Responsibility on Invoice Aging Report

When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Manually upload multiple ERA Files (manual remit)

Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
Guest over 3 years ago in Billing & Payments 0 Future consideration

Make "client" or "insurance" selection more obvious when accepting payment

When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Coverage Inactive status

once you update the insurance prayer as inactive it should indicate on the client's side menu that the coverage is inactive. Currently it still shows it as appearing active, so there is no indicator that the status has changed. You have to go into...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.

Add a filter to batch statements to allow to sort by Archived clients vs. active clients. When printing invoices it would be great to have the option to batch print those clients who are archived vs. those who are still active.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Multiple Payment Consent Form Storage

Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab fe...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Client Portal Indicator During Batch Statements

Add feature to see if a client has an active client portal so provider/support staff can deselect and not prepare those for mailing.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

More detailed invoices/receipts

Currently, client invoices/receipts only reflect the client amount due/balance. I'd like clients to be able to see the "full picture" of their billing including: - client amount due/paid, - insurance amount due/paid, and - write off amount with...
Guest about 4 years ago in Billing & Payments 0 Already exists

Include DSM codes on superbills

When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understan...
Guest about 4 years ago in Billing & Payments 0 Future consideration