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...
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.
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...
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...
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...
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.
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.
Have the NPI that is filled in box 32a be pulled from the location chosen on the appointment/invoice.
Currently defaults to whatever is in "Facility NPI" regardless of the location chosen