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Billing & Payments

Showing 371 of 2013

Indicate if allowed to charge saved credit card

Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but the...
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Notify me when a payment is made to my client's ledger

If I'm assigned to a client, send me a notification when a payment is made to their ledger.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Add a box for Tax ID on invoices

It would be great to add a box for Tax Id on invoices.
Guest about 3 years ago in Billing & Payments 0 Already exists

Populate "Signature on File" in box 31 of claim form

Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.
Guest about 3 years ago in Billing & Payments 1 Future consideration

Make "save & accept payment" a separate button

When saving an invoice, make the "save & accept payment" a separate button rather than just nestled under the "save" button so I can move through invoices faster.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Make tooltip clearer on invoice about rate vs. amount

When creating an invoice, make the tooltip clearer about the difference between the "rate" field and the "amount" field.
Niki McKay over 3 years ago in Billing & Payments 0 Future consideration

Add organization email to invoices

Allow me to include my organization's email on invoices.
Guest almost 4 years ago in Billing & Payments 2 Future consideration

One line item on invoices for similar services

If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity...
Guest almost 4 years ago in Billing & Payments 1 Future consideration

Add appointment location to superbills

When printing the superbill, include the location of the appointment(s).
Guest almost 4 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 about 4 years ago in Billing & Payments 0 Future consideration