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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Dec 9, 2019

Display transaction details for payments throughout client Ledger

The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when they have more than one on file. Please show the last four digits on the payment history and /or the receipt.
App Type TheraNest App
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  • Angela Tinker
    Reply
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    Aug 27, 2020
    Have a field on the bill and superbill that populates with the payment method that was used.
  • Guest
    Reply
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    Aug 20, 2020
    Being able to see which card on file was charged. So under payment history, being able to see whose card was charged for clients who have divorced parents or two cards.
  • Guest
    Reply
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    Jun 10, 2020
    PLEASE INDICATE WHICH IS INS PAYMENT AND WHICH IS PATIENT PAYMENT FROM THE LEDGER SCREEN