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Include claim number in billing reports

Allow me to view the claim number when running billing reports.
Guest almost 2 years ago in Reporting 0 Future consideration

Show Invoice Notes On Statement

It would be awesome if there were a way to get individual invoice notes to show on statements. I like to enter notes on the invoice to show what part is deductible or copay for the patient but it doesn't pull over on the statements. This way, ther...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Add notes field to staff details

When viewing a staff member's details, have a section where I can add notes related to that staff member.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

Search by more than one client when creating new invoices

When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.
Guest 12 months ago in Billing & Payments 1 Future consideration

Manually mark a client's insurance eligibility

Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.
Guest 12 months ago in Billing & Payments 1 Future consideration

Make hour lines on the calendar darker

Make the lines that separate the hours on the calendar darker so it's easier to read my scheduled.
Guest almost 3 years ago in Calendar & Scheduling 1 Future consideration

treatment plans should link w/ notes based on dates

The Treatment Plan tab should list the treatment plans based on the order the plans were initiated, not the order that they were entered into the chart. For instance, if there is a delayed entry into the chart, I should still be able to have the p...
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Report on client portal users

Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.
Guest almost 2 years ago in Reporting 1 Future consideration

Display last kept appointment date when creating progress note

When creating a progress note for a client, allow me to see the date of the last kept appointment.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

View all invoice information without scrolling

When viewing a client's invoice I want to view all of the information without having to scroll.
Guest almost 2 years ago in Billing & Payments 1 Future consideration