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Billing & Payments

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Report on deposits/withdrawals to my account

Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
Guest about 4 years ago in Billing & Payments 4 Future consideration

View place of service in batch invoicing

Allow me to view the place of service code when Processing Existing Invoices in Batch Invoicing.
Guest over 2 years ago in Billing & Payments 2 Future consideration

Provide more plan information when running eligibility checks

When running eligibility checks, the returned information should provide more information about the client's plan such as the deductible amount, copay, etc.
Guest almost 2 years ago in Billing & Payments 2 Future consideration

Display client flags on the claims tabs

Add Client Flags as a customized grid option when working in the billing claim tabs.
Guest over 2 years ago in Billing & Payments 5 Future consideration

Create custom write off categories

Allow me to create custom write-off codes/categories so I can classify my write-offs.
Guest about 4 years ago in Billing & Payments 6 Future consideration

Default rendering provider on invoice to staff on appointment

When creating an invoice for an appointment, make the rendering provider default to the staff member on the appointment.
Guest over 3 years ago in Billing & Payments 6 Future consideration

Apply payments/write-offs for archived clients

Allow me to apply a payment or write-off to an archived client's balance without having to unarchive them.
Guest over 3 years ago in Billing & Payments 4 Future consideration

View client's statement history

Once statements are generated, there is no way to access them to reprint or see what was included on the statement. It would be helpful to have a record of past statements that were generated to access again at a later date, similar to what bank o...
Guest over 4 years ago in Billing & Payments 8 Future consideration

Add a feature to track invoices and client statements by number

I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.
Guest over 9 years ago in Billing & Payments 3 Future consideration

Customize order that service types are displayed

I think it would be great if you could order service types however fit best for your practice. For me I would like to have the Free Phone Consultation at the top. To go a step furhter I would LOVE it if there could be a seperate log in for client ...
Guest over 6 years ago in Billing & Payments 6 Future consideration