ADD A NEW IDEA

Billing & Payments

Showing 371 of 2013

Move "Record Payment" and "Charge Payment Method" buttons away from each other.

Move "Record Payment" and "Charge Payment Method" buttons away from each other because it can be easy to click the wrong button and not realize you didn't charge the client's card.
Clarissa Gosney 4 months ago in Billing & Payments 0 Future consideration

Filter batch invoicing by note status

When processing existing invoices, allow me to filter invoices by whether the notes are complete or incomplete.
Guest over 2 years ago in Billing & Payments 3 Future consideration

Track client's deductible

Allow me to track a client's deductible in TheraNest so I know when they are close to reaching their deductible.
Guest over 3 years ago in Billing & Payments 4 Future consideration

Bulk apply write-offs to invoices when processing ERA payments

When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.
Guest over 3 years ago in Billing & Payments 4 Future consideration

Add ability to send one time payment link for multiple invoices

Make it possible to send a 1-time payment link for multiple invoices to the same client? Right now you have to send 1 link per invoice.
Guest over 4 years ago in Billing & Payments 1 Future consideration

Customize Superbill template

Option to edit the template on the superbill. It will make this option so much more userfriendly!
Guest about 5 years ago in Billing & Payments 6 Future consideration

Hold client communication until resume of business hours

Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Cindy Hooper 4 months ago in Billing & Payments 0 Future consideration

Store default invoice footnote

Allow me to set a default message that appears on all invoice footnotes so that I don't have to type it in each time.
Guest about 5 years ago in Billing & Payments 9 Future consideration

Apply signature to superbills

As a therapist, allow me to apply my electronic signature to superbills. Some of my clients are saying they need it for reimbursement.
Guest almost 4 years ago in Billing & Payments 9 Future consideration

View client flags in batch invoicing

Allow me to view client flags when creating or processing invoices in Batch Invoicing.
Guest almost 3 years ago in Billing & Payments 4 Future consideration