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 over 4 years ago in Billing & Payments 4 Future consideration

16 VOTE

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

36 VOTE

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 about 10 years ago in Billing & Payments 3 Future consideration

12 VOTE

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 over 3 years ago in Billing & Payments 4 Future consideration

1 VOTE

Allow claims submission for customers outside of the US

Allow non USA customer to submit insurance claims.

Kayla Wilson 4 months ago in Billing & Payments 0 Future consideration

2 VOTE

Customize the cancellation fee per client

Allow me to create different cancellation fees for each client.

Guest 7 months ago in Billing & Payments 0 Future consideration

2 VOTE

See upcoming appointments when working in the client's ledger

Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.

Jim Kennedy 7 months ago in Billing & Payments 0 Future consideration

24 VOTE

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 almost 7 years ago in Billing & Payments 6 Future consideration

17 VOTE

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 almost 5 years ago in Billing & Payments 8 Future consideration

5 VOTE

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

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