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Use manual insurance payments for non-partnered clearinghouse

Allow me to use the Manual Insurance Payments feature without being connected to the partnered clearinghouse.
Daniel Lechleiter about 1 month ago in Billing & Payments 0 Future consideration

Automatically update start and end time from AM to PM when scheduling appointments

When scheduling a new appointment, automatically update the start time and/or end time from AM to PM if updating from 11:00 AM to 12:00.
Claire Eliassen about 1 month ago in Calendar & Scheduling 0 Future consideration

Sort by payment method on file in clients list

As an organization connected to Stripe for payment processing, allow me to sort the Clients List by Payment Method on File so I can quickly see who doesn't have a credit card on file.
Steven Clemons, Jr. 3 months ago in Clients & Groups 0 Future consideration

Bill payer based on effective dates

Bill & display the appropriate payer in TheraNest based on the effective date of the payer.
Michelle Siev 3 months ago in Notes & Cases 0 Future consideration

Automatically send client superbill when credit card is charged

Allow me to send a superbill to a client when payment is collected.
Guest almost 6 years ago in Billing & Payments 13 Future consideration

Mobile friendly intake

Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
Guest over 5 years ago in Practice Management & Administration 2 Future consideration

Link my support cases to my practice (multiple accounts)

As a biller who works with more than one organization, I need to link my support ticket to the practice I'm working with.
Cindy Hooper about 1 month ago in Practice Management & Administration 0 Future consideration

Include aging categories on invoice aging report

In addition to the days past due, show the aging category (e.g., 0-30, 31-60, etc.) so it's easier to categorize when I export to Excel.
Cindy Hooper about 1 month ago in Reporting 0 Future consideration

Create a tag or status for Staff to that they are not accepting new Clients

Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
Cindy Hooper about 1 month ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Add conditional logic using Client Flags

Add conditional logic using Client Flags to simplify client intake, examples include: When a client self-adds to the portal, assign a Client Flag labeled New Client. When a portal invite with intake forms is sent, assign a Client Flag labeled Wait...
Cindy Hooper about 1 month ago in Clients & Groups 0 Future consideration