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Status Completed
Categories Billing & Payments
Created by Guest
Created on Jul 13, 2018

RELATED IDEAS

Automatically create invoices

Allow me to automatically create invoices.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    Thank you for your support of this Idea! The ability to automatically create Invoices  is now available within TheraNest via the Invoice Creation automation feature. Additional information regarding this feature can found in this knowledge article: https://support.therapybrands.com/s/article/Billing-Automation-Overview-TheraNest ( https://support.therapybrands.com/s/article/Billing-Automation-Overview-TheraNest )
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  • Guest
    Reply
    |     Nov 23, 2022
    I would love to be able to set up auto-invoicing so that clients can see their balance more easily without logging in to EMR
  • Guest
    Reply
    |     May 17, 2022
    To streamline billing, add an option to automatically send invoices at the end of the week/month
  • Guest
    Reply
    |     Jun 24, 2021
    It would make billing so much simpler if once an appoinement is marked as "kept" if an invoice would be created based on the service type automatically instead of manually. Almost every other EHR I've worked with does this automatically and it seems odd that it isn't automatic in Theranest as well.
  • Guest
    Reply
    |     Jan 12, 2021
    7 years and no updates? Yikes
  • Guest
    Reply
    |     Jun 16, 2020
    YES please create some system of automatic invoicing. Maybe like once a day (overnight for example) all appointments that had "kept" status are automatically invoiced. Another program I tried (maybe TherapyZen) had this feature and it was so nice to not fidget with a million (hyperbole) buttons and screens to do simple things that could easily be done automatically.
  • Guest
    Reply
    |     Apr 20, 2019
    I'm in my trial period for my own practice but have been using a different system through an employer and the automatic invoicing feature is a HUGE benefit. I'd really love to stay with theranest after my trial period because I love everything else about you guys but that feature is a deal breaker. Has there been any progress with this?
  • Guest
    Reply
    |     Mar 7, 2019
    Automatically create invoice and have them waiting for send when you are ready.
  • Guest
    Reply
    |     Nov 7, 2018
    Completely automated billing capability where invoices are created automatically and full automated posting of payments and adjustments from insurance companies. This way, we don't have to manually create invoices and then process those payments and post them into the accounts.
  • Guest
    Reply
    |     Aug 25, 2018
    I am seriously looking at other platforms because of the difficulty of creating invoices. If an appointment is kept, it should automatically go into the system. Right now you have to "bill" for each appointment and it is incredibly time consuming and not a straight-forward process. There are similar comments on here from 2014, and it still hasn't been addressed. At first I liked TheraNest, but the more I use it or "try" to use it, it is not intuitive or very user-friendly.
  • Guest
    Reply
    |     Dec 11, 2017
    This would be an incredibly helpful feature. It should be assumed that if someone kept an appointment they should be billed for it. It will remove an extra step for us in a group practice. At least give an option for people to autogenerate invoices or not.
  • Guest
    Reply
    |     Oct 14, 2016
    To add to that, I would like the Batch Invoicing feature to only pull from kept appointments. I have to look at each client for our billing week and delete the appointments that were not kept. Or, allow us to choose a filter for this.
  • Guest
    Reply
    |     Nov 3, 2014
    I would like to have a feature to create an invoice once the scheduled appointment is "kept." Right now, it takes 6-10 clicks to create this invoice.
  • Guest
    Reply
    |     Jun 25, 2014
    Auto generate invoices after each session. Also, if there is an open invoice, have new sessions automatically added to the open invoice.