Display service types in invoices grids on client Ledger
The Open Invoices and Fully Paid Invoices grids don't display relevant service types for each item. I have to click through to each invoice to see what services are saved for that invoice.
App Type
TheraNest App
ADMIN RESPONSE
Aug 23, 2024
We released an update to the client ledger so that relevant service types for each invoice in the Open Invoices and Fully Paid Invoices grids are now displayed. You no longer have to click through to see what services are applied to each invoice
On ledger tab sort by Date of Service (putting each DOS in order) rather than the order be as date the invoice was created!! This allows the dates of service to be in order rather than all jumbled.
Yes a column would be great in the clients ledger that would not just show the date of service or the amount of the service but the TYPE of SERVICE. That would be very helpful. Thank you
TheraNest shows No Shows & Late Cancel codes on the weekly calendar and the appointment list, but not in the Ledger / open invoices or statement lists. This can make it more difficult to see whether a charge in the Ledger needs correction (b/c it's different than an insurance charge).
I agree. It is rather time consuming to go back and forth. Another possibility is to add the Invoice # so it is visible on the Ledger page instead of going into the details to find it. Keep up the good work TheraNest Team!!
