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Billing & Payments

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Batch Payments indicate when clients have a credit

The batch invoicing/payment options seems to be a really great way to save time when billing. We have previously been going in client by client to do invoices and payments because we often have clients who have met their deductibles after we have ...
Guest almost 4 years ago in Billing & Payments 0 Completed

Include "Units" on Statements

Units appear on Invoices and Superbills, but not Statements -- even if Superbill-level details are added. This would be helpful for consistency across billing documents.
Guest about 4 years ago in Billing & Payments 0 Completed

Toggle between "paid" and "failed to process" for Submitted Claims

In the Submitted Claims section, it would be helpful to be able to change the status of a claim from "failed to process" back to "paid." It appears there is no way currently to register this change, if one realizes a claim was actually paid.
Guest over 8 years ago in Billing & Payments 1 Completed

Allow alphabet characters in Invoice Number field

Theranest got rid of the ability to add Letters to invoice numbers during payment in January. This really threw our practice off and has been such a hassle, as we use the letters to distinguish between our 6 therapists on staff. While I have been ...
Guest almost 5 years ago in Billing & Payments 0 Completed

Add the ability to record a note for each claim

It would be very helpful to be able to enter a note next to every claim to assist with insurance payment follow up. Currently I keep a manual list of all claims submitted and my follow up in excel, so it creates 2 systems to update when something ...
Guest about 5 years ago in Billing & Payments 0 Completed

credit card

It's annoying to have to process a payment to add a credit card to someone's database.
Guest over 5 years ago in Billing & Payments 0 Completed

Add ability to send fully paid invoices to claims awaiting submission from ledger

No description provided
Guest over 5 years ago in Billing & Payments 0 Completed

Confirmation of receipt emailed to client

My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...
Guest over 5 years ago in Billing & Payments 0 Completed

Change coinsurance amount field from dollar input to percent value

Often co-insurance is a percentage, not a dollar amount. For example one person may have 80/20 co-insurance (meaning insurance pays 80% and they pay 20%) and someone else with the same insurance may have 90/10 or 70/30. Being that different servic...
Guest almost 6 years ago in Billing & Payments 0 Completed

Alert if credit card payment won't charge client CC

As a TN user who charges CCs through TheraNest/Vantage, I want to be alerted if a credit/debit card payment method will not actually charge the client's card, so that I'm not confused that my client's card was not charged.
Guest about 6 years ago in Billing & Payments 0 Completed