Add ability to save client-specific notes to invoices given to clients. This would benefit any providers/staff who need or want to include notes for a client (e.g. explanation of a write-off).
Display service types in invoices grids on client Ledger
The Open Invoices and Fully Paid Invoices grids don't display relevant service types for each item. I have to click through to each invoice to see what services are saved for that invoice.
Record additional payment methods from insurance companies
We have insurance companies who pay us with a virtual credit card however I am not able to enter a credit card under the new "Insurance Payment" classification.
Please add new payment type for insurance credit cards.
When I sign my note the "Place of Service' is always blank. Would be great if it let me pick the location when I'm writing my note or creating the appointment.
Integrate claim status and tracking into TheraNest
IT would be so nice if we could have claims status and tracking integrated into our EHR. I LOVE using TheraNest and this would be one more reason to love it! =)
