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.
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.
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 ...
Allow me to easily view the claim number in the claim tabs. When I talk to payers they typically refer to claim numbers and it would be easier to find the correct client and claim if I could search by this in TheraNest.
Rather than going into each client and setting the default rendering provider allow me to assign it at the staff level, so all that staff member's invoices bill as their supervisor.
Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
2
Future consideration
