TheraNest Ideas Portal
Add a new idea Subscribe
Status Completed
Categories Billing & Payments
Created by Guest
Created on Mar 16, 2021

RELATED IDEAS

Navigate to the Payment by Clicking on the Status

It would be great if this could be changed: When clicking on the "in-process", "denied" or "paid" claim status, the link takes you to the Billing Tab and the section/status where the claim is. But it does not adjust the filter dates to take you directly to the claim. Instead the default date range populates. So all of the claims are new. Once you are there, you would have to go back to the invoice to get the date and then filter the report. Or get it ahead of time. but I often go through the system pretty fast to check on things and writing down and searching for the claim is time-consuming. Hope it's something you can do. Thank you!
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    When clicking on an In Progress claim tag from a client’s ledger, the date filter on the claim tab will now adjust automatically to the claim’s submitted date so you don’t have to adjust the date to find the claim. Stay up to date on all the changes in TheraNest by checking out our changelog!
  • Attach files