Batch Payments indicate when clients have a credit
The batch invoicing/payment options seems to be a really great way to save time when billing. We have previously been going in client by client to do invoices and payments because we often have clients who have met their deductibles after we have ...
View write-offs and payments in Paid Invoice List View
It's already annoying that the paid invoices are now on a new tab so I can't get a full overview of a client's account status on one page, but it is imperative that write-off amounts be included in the list view of paid invoices like the old versi...
We have lots of locations, staff, and service types so it is quite difficult to uncheck everything and then apply a filter to find needed information quickly (i.e. like when someone is holding on the phone). If there was an option to uncheck all i...
Units appear on Invoices and Superbills, but not Statements -- even if Superbill-level details are added. This would be helpful for consistency across billing documents.
For some reason whenever I try to do quotation marks in the Mental Status section of the progress note, it automatically fills in something I don't want.
For example, let's say I wanted to say Client reported feeing "sluggish and blah" in the Aff...
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almost 5 years ago
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Have the ability to choose which camera one can use. For example, using a webcam not integrated into the computer. Allowing to have the option to pick.
Theranest got rid of the ability to add Letters to invoice numbers during payment in January. This really threw our practice off and has been such a hassle, as we use the letters to distinguish between our 6 therapists on staff. While I have been ...
change appointment status from Upcoming to cancel or no show from the calendar view
change appointment status from Upcoming to cancel or no show from the calendar view so I don't have to go into Dashboard and find a session that is 2-3 days away on the dashboard. Much easier and more convenient from the calendar view.