Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest
about 7 years ago
in Reporting
5
Future consideration
Permission to allow staff member to remove their own signatures from signed notes
Have a permission setting to allow a staff member to remove their signature from signed progress notes. Sometimes they need to make edits to correct typos, etc. and right now they have to reach out to an admin, which is a hassle when fixing small ...
It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest
over 8 years ago
in Clients & Groups
10
Future consideration
Custom appointment reminders based on service type
It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It ...
If Theranest can add an appointment staff filter to the Staff Billing Report, this would help tremendously. We have Interns and Residents who bill under licensed staff members for insurance so it would make this easier viewing their sessions all i...
Guest
9 months ago
in Reporting
0
Future consideration
If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!