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Billing & Payments

Showing 371 of 2013

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

Show unapplied payments when accepting payment

When I'm accepting payment and applying it to an invoice, show me any unapplied payments so I don't accidentally overcharge the client.
Guest over 3 years ago in Billing & Payments 5 Future consideration

Add setting to use Organization's Legal Name for printed legal documents

Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.
Guest 3 months ago in Billing & Payments / Notes & Cases / Practice Management & Administration 0 Future consideration

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 over 4 years ago in Billing & Payments 4 Future consideration

Receive alert of rejected claim

As a biller, allow me to receive an in-app alert if a claim has been rejected.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Change claim status from the client's ledger

When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...
Guest 7 months ago in Billing & Payments 0 Future consideration

Apply payments and write-offs at the same time

Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
Guest about 3 years ago in Billing & Payments 4 Future consideration

Create custom write off categories

Allow me to create custom write-off codes/categories so I can classify my write-offs.
Guest over 4 years ago in Billing & Payments 6 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 almost 10 years ago in Billing & Payments 3 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 almost 3 years ago in Billing & Payments 2 Future consideration