Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
Sara McClure
almost 2 years ago
in Billing & Payments
0
Future consideration
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest
almost 2 years ago
in Clients & Groups
2
Future consideration
Allow me to add notes to claims that are awaiting submission. I may be working some claims and waiting on things before submitting and I want to notate those claims so they don't get submitted.
