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Billing & Payments

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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

Aggregate services on the claim for ABA billing

As an ABA provider using TheraNest, I need multiple appointments for the same date of service to not appear as separate lines on the claim.
Victoria Hebert 3 months ago in Billing & Payments 0 Future consideration

Send progress note with claim

When sending the claim to the payer, allow me to include the progress note.
Guest about 3 years ago in Billing & Payments 2 Future consideration

Allow admins to receive all authorization reminders

As an admin, allow me to receive all authorization reminders without having to assign myself to each client.
Guest 10 months ago in Billing & Payments 1 Future consideration

Standard statement footnote

Allow me to create a statement footnote that is automatically included on all statements so I don't have to retype the same thing every time.
Guest over 3 years ago in Billing & Payments 4 Future consideration

Filter by one or more appointment statuses under batch invoicing

Allow me to show/hide invoices that are linked to no-shows, rescheduled, and canceled appointments when using the batch invoicing feature. I may want to hide them all or only hide cancellations.
Guest about 2 years ago in Billing & Payments 3 Future consideration

Remind me which clients want superbills

Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.
Guest about 4 years ago in Billing & Payments 1 Future consideration

Show payer from insurance ERA payments on payment details

I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment. I would also like to be ...
Guest over 10 years ago in Billing & Payments 2 Future consideration