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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on May 11, 2023

View invoices from a client's appointments list

When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
App Type TheraNest App
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  • Guest
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    May 11, 2023
    When looking at all appointments (client details, side menu, appointments), show an icon of what appointments have been invoiced/fully paid. It would be helpful to include if the appointment has a completed/signed note attached. This is all visible under the batch functions under "Billing" but it would be helpful to look at all appointments for a client under their client page to view what is completed/needed.