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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jan 18, 2023

Set payment override amount by case

Allow me to set the payment override amount by case rather than at the client level.
App Type TheraNest App
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  • Guest
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    Jan 11, 2023
    Many of our clients see two clinicians at our practice (typically for individual and family services). However, the payment rates and our sliding scale offerings change depending on the experience level of the provider or the type of service (ex: individual therapy might be $125 but Family is $150). When the clients utilize sliding scale, we use the payment override but can only do an override for one of their payment amounts. This messes up the payment amount on the alternate provider and then someone has to change the invoice manually each time. Could we get an added function so the payment override is actually linked to each case? That way the override can apply to the same client with two separate providers and reflect their fee correctly?