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Status Completed
Categories Clients & Groups
Created by Guest
Created on Oct 18, 2019

RELATED IDEAS

Add columns for Client Balance and Insurance Balance to Client List

On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total. My favorite update you did recently was adding the DOB and insurance info on the left under client name. THANK YOU!
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes columns for Client Balance Due and Insurance Balance Due These columns are sortable allowing you to easily find clients based on this information. Learn more about this update in our Knowledge Base. https://help.theranest.com/en/articles/3903392-find-clients-with-a-client-and-or-insurance-balance-due Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
  • Attach files
  • Guest
    Reply
    |     Dec 12, 2019
    Currently, this is all you see in client list. I would like to add a tab that states "Client balance due" Balance due: $0.00 Client credit: $0.00 Client portal account: Active
  • Guest
    Reply
    |     Nov 7, 2019
    Be able to run a report that shows any patient with a credit balance (active and inactive patients) in order to do reimbursements.
  • Guest
    Reply
    |     Jun 15, 2018
    There are times when a client has a credit in addition to having a balance after an ERA is downloaded. The only way of knowing this is if you go into the client's ledger. It would be helpful to show on the client list if there is also a client credit so the credit could be applied to the balance due.
  • Guest
    Reply
    |     Aug 31, 2016
    Right now, the "My Clients" list shows the amount that clients owe in red. Can you please also have it show if a client has a credit? (Such as $5.00 in green next to their name.) Right now it just says $0.00 in green, even if a client has a credit.
  • Guest
    Reply
    |     Jan 11, 2016
    Currently, balances due are very conveniently displayed against a red oval in the Balance Due column in Clients, and zero balances are displayed as such in green. I would like to see credits displayed in the Balance Due column, as well. I suggest displaying credits with a green oval background just like zero balances only having them parenthesized and adding the letters "CR" to the right of the credit sum. Example: ($150.00) CR