I wish there was an area to put notes on the ledger! Some clients insurance's have different things that you have to do each time and if you don't remember to do them. It puts it back another month before payment or having to reprocess. If there was some kind of notification on the ledger page to see it when you go to process. It would be perfect.
App Type
TheraNest App
ADMIN RESPONSE
Aug 23, 2024
The Billing Notes field from the client's Bill To & Insurance Info is now available to view and edit on the client's ledger. Updates to the field in either location will be reflected in both places.
I need an area to place notes in each invoice, claim, and in the payer area that the patient does not see to assist multiple staff members to see what has been accomplished on claims and any special instructions for a specific payer.
Viewing billing notes from the ledger would be great. Or allowing the "flag" feature to show on the ledger.
Also having the option to toggle/view all "invoice notes" from the ledger would be helpful. It would make it much easier to track claim appeals, etc.
It would be great to have a field in the "unapplied" section of the Ledger to add notes. Sometimes, there are odd things in unapplieds that I research to determine why they are there. It would be nice to be able to leave a comment so that I don't end up researching it again the next time I notice it.
A freeform notes section is desperately needed on the client ledger for the billing specialist to keep track of specific information related to each service line. For example: medical records requested, disputed lines, client billed dates, specific insurance information. It is inefficient and a lot of work to keep spreadsheets outside of the application to keep track of status when a simple note at the line level on the client ledger would explain the current status or special circumstances at a glance.
I need to see special billing notes about clients on their ledger page so I don't have to keep changing pages and going back and forth between windows. Some clients have exceptions and etc.
A note field on the client ledger page is SO IMPERATIVE! Please consider this in your next update. Switching between the billing tab and the ledger to con firm special payment circumstances and the like is so inefficient.
Hi there, we've been using Theranest for many years and want to make a plea to please please please make a note section on the ledger page or add the flag feature to also show up on the ledger page. We need this to note payment plans, how much is on their deductible, when clients need superbills to be sent to them after insurance processes the claim, etc. It would be so very useful to us in so so many ways. I think flags has attempted to be useful this way (and it really could be) except that you can only see them in the Agenda view and scrolling down on the client details page which is honestly not super useful. Please add that feature. Just anything to the ledger page to have more information about specific needs for that client. Please please please.
It would be super helpful if there was a Notes box on the Leger page. If I client needs a call or text before their credit card is run, or if they are on a payment plan, etc.
I would also like a way to note or color code claims in awaiting submission. Sometimes I have claims I am working on or need something for and if I could note it then if someone else happen to do the billing they could easily see what has been done or not done.
Just wanted to make a recommendation to add a notes box in the Ledger tab that can be seen at all times. Some clients have different requests regarding their statements or for running their credit card. It would be helpful to be able to see that when we are in the ledger. Thank you!
I have some clients whom I have to mail in paper CMS1500 forms, some the I have to mail in specific EAP payment forms and some that I use EDI with. I would be great to have an alert field in the ledger section to help billing keep track of what/ how to bill. Thanks. Mary
Have a place on the Ledger Tab for notes for billing purposes only. We currently have 3 billers that would benifit from the notes section. We currently enter notes on the invoice and it would be great if we could have a spot to read like the first line of the note so that we arn't having to go back and forth through all the invoices. We currently do about 500 - 600 clients per week and having to go to every invoice is slow. Just a way to have a "quick look" at the note.
It would be extremely helpful to have an option to have an Alert Pop-Up window for the ledger page. I would love to be alerted when I go to create a ledger of what is happening with that individual client's insurance.
