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Billing & Payments

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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

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

View full service type on the invoice

Please adjust the invoicing screen so that the billing type field/window does not truncate the text, so I can verify the correct billing code was used.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Display last used options for "Hide a Suggestion" feature

When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Batch print claim forms (1500)

Allow me to batch print the CMS 1500 forms each day.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Show more authorization details when selecting the authorization on the invoice

On the invoice screen, show the dates and service type(s) related to the authorization number on the dropdown where the user chooses the primary auth to link to the invoice.
Guest 3 months ago in Billing & Payments 0 Future consideration

Add fax number to insurers

Allow me to record the fax number when adding a payer/insurer in TheraNest.
Irma Romero 3 months ago in Billing & Payments 0 Future consideration

Add notes to invoices that are not visible to clients

As a biller, allow me to add notes to invoices that can only be seen by our staff and not the clients. We may need to add a note about the progress of a payment, issues with insurance, etc.
Guest 3 months ago in Billing & Payments 0 Future consideration

Add Invoice Payment Status to Group Appointment Details Page

Add the Invoice Payment Status for each Client to the Group Appointment Details page with a clickable link to the Invoice. The additional information would allow Users to quickly verify the invoice and payment status for each Group member.
Cindy Concannon 3 months ago in Billing & Payments / Clients & Groups 0 Future consideration