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Add ability to send fully paid invoices to claims awaiting submission from ledger

No description provided
Guest almost 6 years ago in Billing & Payments 0 Completed

Add easy reference insurance items to client details sidebar

I'd love to quickly see the clients insurance opposed to looking it up.
Guest almost 6 years ago in Clients & Groups 0 Completed

Confirmation of receipt emailed to client

My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...
Guest almost 6 years ago in Billing & Payments 0 Completed

Display client preferred name on new/edit contact log view

Include client preferred name on Contact Log notes
Guest about 6 years ago in Notes & Cases 0 Completed

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry. This would allow us to enter the most relevant option for this client.
Guest about 6 years ago in Notes & Cases 0 Completed

Add numerical pagination to client portal invite list

not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: ...
Guest about 6 years ago in Client Account Management 0 Completed

Change coinsurance amount field from dollar input to percent value

Often co-insurance is a percentage, not a dollar amount. For example one person may have 80/20 co-insurance (meaning insurance pays 80% and they pay 20%) and someone else with the same insurance may have 90/10 or 70/30. Being that different servic...
Guest over 6 years ago in Billing & Payments 0 Completed

CPT Code and Diagnostic Code on a Billing Report

No description provided
Guest over 6 years ago in Reporting 0 Completed

Alert if credit card payment won't charge client CC

As a TN user who charges CCs through TheraNest/Vantage, I want to be alerted if a credit/debit card payment method will not actually charge the client's card, so that I'm not confused that my client's card was not charged.
Guest over 6 years ago in Billing & Payments 0 Completed

Need Termination Summary Form

Termination Summary form
Guest over 6 years ago in Notes & Cases 0 Completed