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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Jul 11, 2023

Filter invoice aging report by client and insurer

Allow me to filter the invoicing aging report by client and/or by insurer.
App Type TheraNest App
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  • Guest
    Reply
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    Oct 7, 2019
    It would be very helpful if the aging reports were split. One for insurance aging and one for patient aging.
  • Guest
    Reply
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    May 20, 2018
    When I go to Invoice Aging, I would like to see a drop down choice to see only outstanding insurance amount due, only outstanding client amount due or both. This will help me more easily identify insurance claims I need to follow up on.