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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 6, 2022

Set default rendering provider for self-pay clients

Allow me to set a default rendering provider for self-pay clients so that the rendering provider can appear on invoices. Right now I can only set a default rendering provider for clients that use insurance.
App Type TheraNest App
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  • Guest
    Reply
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    Sep 8, 2023
    Hello, I am an office administration lead for our company. I invoice and run the self pay clients. If the self pay amount is changed from the default, it switches me to the rendering provider instead of the counselor in which the appointment was with. I try to catch it as it happens. However, when I do not catch it, it really messes with pay roll and can become very frustrating. It would be great if there was a way to default rendering provider for self-pay clients as well as prevent it from changing when the invoice amount changes. It would also be great if there was a way to do this for clients who have multiple counselors.
  • Guest
    Reply
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    Jun 21, 2023
    Hi, I'd like to suggest that we're able to assign a rendering provider with a selfpay client. It's only available for those paying with insurance. We have studentts seeing self-pay clients but are unable to be assigned. Thanks for considering.