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TheraNest Ideas Portal
Status Completed
Categories Billing & Payments
Created by Guest
Created on Jan 4, 2019

Show both client name and Bill To party name on client statements

There is an issue for people who treat minors with the client statements. If the bill to is the parents name and you want to include superbill details on the statement form (this is easiest for many of my patients) then the actual child/ patient’s name doesn’t appear anywhere on the statement. This is needed for folks who submit out of network billing.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We released an improvement that will show the Bill To name in the statement header, while also showing the client's name in the footer (Client Info) section.
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