Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Apr 12, 2021

Don't allow me to invoice upcoming appointments

Don't allow me to invoice upcoming appointments as this can lead to incorrect charges if the invoice is created and the client doesn't keep the appointment.
App Type TheraNest App
  • Attach files
  • Cindy Hooper
    Reply
    |
    Jun 6, 2023
    This is a compliance risk to permit billing to insurance when an appointment has not been confirmed as KEPT. Please fix this ASAP. We should not be able to invoice either as this is often the step prior to collecting a copay.