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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Mar 19, 2018

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
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    Jan 19, 2024
    Be able to run the "Invoice Aging" report but by Service Date instead. Filter option to exclude all balances at $0.00 Filter option to select payer OR client OR both
  • Guest
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    Sep 7, 2022
    YES! THIS!
  • Guest
    Reply
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    Feb 3, 2022
    There is a way to do this under BILLING, PAID/PROCESSED tab, sort by date, then download the .csv and you can sort by payer!
  • Guest
    Reply
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    Feb 3, 2022
    YES PLEASE!
  • Guest
    Reply
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    May 1, 2020
    i would like to be able to run an insurance aging report that can be sorted by the insurance company.