Add organization phone number to printed client statements
I want my org phone number printed on client statements, so that my clients can call directly with any questions. This will speed up collections time and avoid client confusion.
The rendering NPI # should show up on the Superbill in addition or instead of the clinician's Lic #. Insurance cos seem to only be concerned with Tax ID and NPI #'s. I know that the rendering NPI was added to the statements, but adding them to the...
View if progress note is completed from batch invoicing
When processing existing invoices from batch invoicing, allow me to view the status of the progress note associated with that appointment because we don't submit claims unless the progress note is completed.
It would be very helpful to be able to See the INVOICE number in the Ledger. Many clients send checks and reference invoice number only, not DOS and emails requesting information about a specific Invoice but no DOS. You have to look at every open ...
Show both client name and Bill To party name on client statements
There is an issue for people who treat minors with the client statements. If the bill to is the parents name and you want to include superbill details on the statement form (this is easiest for many of my patients) then the actual child/ patient’s...
Retain original payment & refund transactions in ledger/invoice
Currently, when a credit card charge is refunded the original payment is deleted from ledger (for unapplied payment) or invoice (if applied payment). We want to keep a record of both (A) the original CC charge and (B) the refund. They should both ...
Create a way to accept credit card payment from multiple clients at once -- perhaps clients who already have their credit cards on file in TheraNest. This way we could accept payment from several clients in far less time at the end of the day.
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