TheraNest Ideas Portal
ADD A NEW IDEA

Billing & Payments

Showing 353 of 1967

Subtract from staff billing when refunding client

We use the staff billing tab to pay our staff on a monthly basis. Therefore, it would be helpful if there was a way to subtract an amount from the staff billing when we have to pay back a client for an overpayment in their copay. At this time, the...
Guest 4 months ago in Billing & Payments 0 Future consideration

Shared credit card for families

Functionality to save a credit card on one family member's profile that can be accessed and charged for other family members' invoices.
Guest almost 6 years ago in Billing & Payments 4 Future consideration

Add date of service to credit card charges report

When viewing the credit card charges report (Therapy Brands Pay/Vantage) allow me to view the date of service the charge is related to.
Guest about 1 month ago in Billing & Payments 0 Future consideration

See upcoming appointments when working in the client's ledger

Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.
Jim Kennedy about 2 months ago in Billing & Payments 0 Future consideration

Customize options in payment methods drop-down

Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
Guest over 8 years ago in Billing & Payments 20 Future consideration

Separate client and insurance balance due on client details page

Show whether the credit is a client credit or an insurance credit rather than lumping them together.
Guest about 4 years ago in Billing & Payments 0 Started

Authorize client's credit card

Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.
Guest 8 months ago in Billing & Payments 3 Future consideration

Allow percentages in addition to dollar amounts for copay column

Many of my clients are responsible for a percentage of their services as opposed to a fixed copay amount. However, I don't see a way to have that show up on the dashboard like the copay in dollars does. This would be really helpful to be able too ...
Guest about 10 years ago in Billing & Payments 9 Future consideration

Show payment method when viewing invoice details

When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Guest over 1 year ago in Billing & Payments 2 Future consideration

Charge saved payment method without entering CVV

Allow me to save a card on file and charge it later without having to enter the CVV for the first charge.
Guest over 1 year ago in Billing & Payments 11 Future consideration